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Original filing (PDF)20251014214744NAL0003776673001
INSURANCE SERVICES OFFICE, INC.
Form 5500
FILING_RECEIVED
ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN
401(k) retirement plan
Signals · 3
35% in single holding35% employer stockNo recordkeeper disclosed
Active participants
4,533
Accounts w/ balance
8,143
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
19 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
57
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Verisk Analytics, Class A Common Stock - Non-Participant Directed" is 35% of plan.
- 35% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURANCE SERVICES OFFICE, INC..
Plan sponsor
Name
INSURANCE SERVICES OFFICE, INC.
EIN
13-3131412
Address
545 WASHINGTON BLVD · JERSEY CITY, NJ · 073101607
Phone
(201) 469-3006
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | BROKER/DEALER | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $497K | — |
Investments
5 direct securities · 19 pooled funds· $2.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.3B
19 holdings
Uncategorized
$962.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Verisk Analytics, Class A Common Stock - Non-Participant Directed | — | — | $25.6M | $804.5M | 35.4% | |
| NT COLLECTIVE RUSSELL 3000 IDX J FD NORTHERN TRUST · EIN 45-6138589 / PN 224 | Common Collective Trust | — | $0 | $290.8M | 12.8% | |
| T ROWE PRICE SV COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $0 | $153.5M | 6.8% | |
| NT MULTI-MANAGER US ALL CAP EQ J FD NORTHERN TRUST · EIN 82-6192524 / PN 300 | Common Collective Trust | — | $0 | $153.2M | 6.7% | |
| VANGUARD TGT RTMT 2040 TRUST II FD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083974 / PN 001 | Common Collective Trust | — | $0 | $122.1M | 5.4% | |
| VANGUARD TGT RTMT 2030 TRUST II FD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083978 / PN 001 | Common Collective Trust | — | $0 | $109.9M | 4.8% | |
| Principal Self-Dir Broker Acct | — | — | $0 | $105.1M | 4.6% | |
| VANGUARD TGT RTMT 2045 TR II FD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083972 / PN 001 | Common Collective Trust | — | $0 | $95.7M | 4.2% | |
| VANGUARD TGT RTMT 2050 TR II FD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $0 | $94.2M | 4.2% | |
| VANGUARD TGT RTMT 2035 TRUST II FD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083976 / PN 001 | Common Collective Trust | — | $0 | $70.3M | 3.1% | |
| VANGUARD TGT RTMT 2055 TR II FD VANGUARD FIDUCIARY TRUST CO · EIN 27-6715091 / PN 001 | Common Collective Trust | — | $0 | $46.2M | 2.0% | |
| VANGUARD TGT RTMT 2025 TRUST II FD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $0 | $45.4M | 2.0% | |
| PGIM Total Return Bond Fund | — | — | $0 | $31.2M | 1.4% | |
| NT MULTI-MANAGER NON-US EQ J FD NORTHERN TRUST · EIN 82-6192524 / PN 301 | Common Collective Trust | — | $0 | $28.9M | 1.3% | |
| VANGUARD TGT RTMT 2020 TRUST II FD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083982 / PN 001 | Common Collective Trust | — | $0 | $26.4M | 1.2% | |
| VANGUARD TGT RTMT 2060 TR II FD VANGUARD FIDUCIARY TRUST CO · EIN 45-3799419 / PN 001 | Common Collective Trust | — | $0 | $19.7M | 0.9% | |
| VANGUARD TARGET RTMT TR II FD VANGUARD FIDUCIARY TRUST CO · EIN 90-6083967 / PN 001 | Common Collective Trust | — | $0 | $14.4M | 0.6% | |
| PIMCO Inflation Resp Multi-Asset Institutional Fund | — | — | $0 | $13.2M | 0.6% | |
| NT COLLECTIVE AGGREGATE BD IDX J FD NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | $0 | $12.8M | 0.6% | |
| NT COLLECTIVE ACWI EX-US J FUND NORTHERN TRUST · EIN 45-6138589 / PN 117 | Common Collective Trust | — | $0 | $11.0M | 0.5% | |
| Participant Loans | — | — | $0 | $8.7M | 0.4% | |
| VANGUARD TGT RTMT 2065 TR II FD VANGUARD FIDUCIARY TRUST CO · EIN 82-6194314 / PN 001 | Common Collective Trust | — | $0 | $4.5M | 0.2% | |
| VANGUARD TGT RTMT 2070 TR II FD VANGUARD FIDUCIARY TRUST CO · EIN 87-7039453 / PN 001 | Common Collective Trust | — | $0 | $3.0M | 0.1% | |
| BLACKROCK STRAT COM NONLEND M FD BLACKROCK INSTITUTIONAL TRUST CO · EIN 46-3525011 / PN 001 | Common Collective Trust | — | $0 | $2.4M | 0.1% |