What public Form 5500 filings show about the Insurance Services Office, Inc. 401(k) plan — and how to find and check your own account.
Insurance Services Office, Inc. (EIN 13-3131412) reports ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $2.3B in plan assets across 4,533 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Insurance Services Office, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Insurance Services Office, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COHNREZNICK LLP, GENESIS/TASC, SEGAL, CHARLES SCHWAB & CO.
