Identity Management Services Organization, LLC's EIN is 46-0648316.
Download the official 2023 Form 5500 (PDF) for Identity Management Services Organization, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Identity Management Services Organization, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 82-3719843 | — | TPA | $27K | — |
| GWLA | 84-0467907 | — | RECORDKEEPER | $9K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | TPA | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 01-1590850 / PN 000 | Pooled Separate Account | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | ADVISOR | $12K | — |
| MERRILL LYNCH PIERCE FENNER | 13-5674085 | — | ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QBI LLC | 26-2768667 | — | TPA COMMISSION | $0 | — |
