Back to filter
Original filing (PDF)20251008143808NAL0014014210001
ISO NEW ENGLAND INC.
Form 5500
FILING_RECEIVED
ISO NEW ENGLAND INC. FLEXIBLE BENEFITS PROGRAM
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
174
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISO NEW ENGLAND INC..
Plan sponsor
Name
ISO NEW ENGLAND INC.
EIN
04-3372500
Address
1 SULLIVAN ROAD · HOLYOKE, MA · 01040
Phone
(413) 535-4037
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Utilities plans
KEYSTONE CONSULTING GROUP OF MA
KEYSTONE CONSULTING GROUP, INC. OF MASSACHUSETTS INCENTIVE SAVINGS
$0
DUKE ENERGY CORPORATION
DUKE ENERGY ACTIVE HEALTH & WELFARE BENEFIT (FINANCED) PLANS
$0
PACIFIC CONTROLS, INC.
PACIFIC CONTROLS, INC. 401(K) PLAN
$0
GEC CONTRACTORS INC
GEC CONTRACTORS INC 401(K) PROFIT SHARING PLAN & TRUST
$0
IC POWER USA SERVICES CORP
IC POWER USA SERVICES CORP 401(K) PROFIT SHARING PLAN & TRUST
$0
CR ELECTRIC
CR ELECTRIC SOCA BENEFIT PLAN
$0
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B