Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Insurance Services Office Health & Welfare Plan/Retiree Pharmacy is a benefit plan reported by Insurance Services Office, Inc. under EIN 13-3131412 and plan number 501. The latest loaded filing year is 2023. The filing reports 228 participants and $8,303,839 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,303,839
- Total liabilities (EOY)
- $20,732
- Net assets (EOY)
- $8,283,107
- Net assets (BOY)
- $7,851,771
Income & contributions
- Employer contributions
- $965,863
- Participant contributions
- $444,055
- Total contributions
- $1,409,918
- Total income / additions
- $1,796,627
Expenses & distributions
- Benefits paid
- $1,137,114
- Administrative expenses
- $228,177
- Total expenses
- $1,365,291
- Net increase / (decrease)
- $431,336