Wisconsin Compensation Rating Bureau
Plan context: Insurance Organizations Savings Trust 401K Plan
EIN 39-0712330 • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$12,557,031
2024 Contributions
$558,244
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 39 | $12,557,031 | $558,244 | $14,314iApproximate average salary by contribution assumption: employee only about $357,849 at 4% or $238,566 at 6%; with 50% employer match about $238,566 at 4% or $159,044 at 6%; with 100% employer match about $178,924 at 4% or $119,283 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 39 | $12,557,031 | $558,244 | $14,314iApproximate average salary by contribution assumption: employee only about $357,849 at 4% or $238,566 at 6%; with 50% employer match about $238,566 at 4% or $159,044 at 6%; with 100% employer match about $178,924 at 4% or $119,283 at 6%. |
| 2023 | 1 | 41 | $11,117,375 | $688,992 | $16,805iApproximate average salary by contribution assumption: employee only about $420,117 at 4% or $280,078 at 6%; with 50% employer match about $280,078 at 4% or $186,719 at 6%; with 100% employer match about $210,059 at 4% or $140,039 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 41 | $11,117,375 | $688,992 | $16,805iApproximate average salary by contribution assumption: employee only about $420,117 at 4% or $280,078 at 6%; with 50% employer match about $280,078 at 4% or $186,719 at 6%; with 100% employer match about $210,059 at 4% or $140,039 at 6%. |
| 2022 | 1 | 41 | $10,773,809 | $468,472 | $11,426iApproximate average salary by contribution assumption: employee only about $285,654 at 4% or $190,436 at 6%; with 50% employer match about $190,436 at 4% or $126,957 at 6%; with 100% employer match about $142,827 at 4% or $95,218 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 41 | $10,773,809 | $468,472 | $11,426iApproximate average salary by contribution assumption: employee only about $285,654 at 4% or $190,436 at 6%; with 50% employer match about $190,436 at 4% or $126,957 at 6%; with 100% employer match about $142,827 at 4% or $95,218 at 6%. |
| 2021 | 1 | 38 | $13,418,333 | $455,921 | $11,998iApproximate average salary by contribution assumption: employee only about $299,948 at 4% or $199,965 at 6%; with 50% employer match about $199,965 at 4% or $133,310 at 6%; with 100% employer match about $149,974 at 4% or $99,983 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 38 | $13,418,333 | $455,921 | $11,998iApproximate average salary by contribution assumption: employee only about $299,948 at 4% or $199,965 at 6%; with 50% employer match about $199,965 at 4% or $133,310 at 6%; with 100% employer match about $149,974 at 4% or $99,983 at 6%. |
| 2020 | 1 | 39 | $11,736,528 | $459,014 | $11,770iApproximate average salary by contribution assumption: employee only about $294,240 at 4% or $196,160 at 6%; with 50% employer match about $196,160 at 4% or $130,773 at 6%; with 100% employer match about $147,120 at 4% or $98,080 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 39 | $11,736,528 | $459,014 | $11,770iApproximate average salary by contribution assumption: employee only about $294,240 at 4% or $196,160 at 6%; with 50% employer match about $196,160 at 4% or $130,773 at 6%; with 100% employer match about $147,120 at 4% or $98,080 at 6%. |
| 2019 | 1 | 43 | $9,898,906 | $433,919 | $10,091iApproximate average salary by contribution assumption: employee only about $252,278 at 4% or $168,186 at 6%; with 50% employer match about $168,186 at 4% or $112,124 at 6%; with 100% employer match about $126,139 at 4% or $84,093 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 43 | $9,898,906 | $433,919 | $10,091iApproximate average salary by contribution assumption: employee only about $252,278 at 4% or $168,186 at 6%; with 50% employer match about $168,186 at 4% or $112,124 at 6%; with 100% employer match about $126,139 at 4% or $84,093 at 6%. |
| 2018 | 1 | 46 | $8,277,313 | $432,269 | $9,397iApproximate average salary by contribution assumption: employee only about $234,929 at 4% or $156,619 at 6%; with 50% employer match about $156,619 at 4% or $104,413 at 6%; with 100% employer match about $117,464 at 4% or $78,310 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 46 | $8,277,313 | $432,269 | $9,397iApproximate average salary by contribution assumption: employee only about $234,929 at 4% or $156,619 at 6%; with 50% employer match about $156,619 at 4% or $104,413 at 6%; with 100% employer match about $117,464 at 4% or $78,310 at 6%. |
| 2017 | 1 | 47 | $9,162,692 | $431,793 | $9,187iApproximate average salary by contribution assumption: employee only about $229,677 at 4% or $153,118 at 6%; with 50% employer match about $153,118 at 4% or $102,079 at 6%; with 100% employer match about $114,839 at 4% or $76,559 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 47 | $9,162,692 | $431,793 | $9,187iApproximate average salary by contribution assumption: employee only about $229,677 at 4% or $153,118 at 6%; with 50% employer match about $153,118 at 4% or $102,079 at 6%; with 100% employer match about $114,839 at 4% or $76,559 at 6%. |
| 2016 | 1 | 48 | $7,900,528 | $700,684 | $14,598iApproximate average salary by contribution assumption: employee only about $364,940 at 4% or $243,293 at 6%; with 50% employer match about $243,293 at 4% or $162,195 at 6%; with 100% employer match about $182,470 at 4% or $121,647 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 48 | $7,900,528 | $700,684 | $14,598iApproximate average salary by contribution assumption: employee only about $364,940 at 4% or $243,293 at 6%; with 50% employer match about $243,293 at 4% or $162,195 at 6%; with 100% employer match about $182,470 at 4% or $121,647 at 6%. |
| 2015 | 1 | 50 | $7,052,305 | $442,749 | $8,855iApproximate average salary by contribution assumption: employee only about $221,374 at 4% or $147,583 at 6%; with 50% employer match about $147,583 at 4% or $98,389 at 6%; with 100% employer match about $110,687 at 4% or $73,792 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 50 | $7,052,305 | $442,749 | $8,855iApproximate average salary by contribution assumption: employee only about $221,374 at 4% or $147,583 at 6%; with 50% employer match about $147,583 at 4% or $98,389 at 6%; with 100% employer match about $110,687 at 4% or $73,792 at 6%. |
| 2014 | 1 | 48 | $6,601,005 | $408,461 | $8,510iApproximate average salary by contribution assumption: employee only about $212,740 at 4% or $141,827 at 6%; with 50% employer match about $141,827 at 4% or $94,551 at 6%; with 100% employer match about $106,370 at 4% or $70,913 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 48 | $6,601,005 | $408,461 | $8,510iApproximate average salary by contribution assumption: employee only about $212,740 at 4% or $141,827 at 6%; with 50% employer match about $141,827 at 4% or $94,551 at 6%; with 100% employer match about $106,370 at 4% or $70,913 at 6%. |
| 2013 | 1 | 46 | $6,608,159 | $400,796 | $8,713iApproximate average salary by contribution assumption: employee only about $217,824 at 4% or $145,216 at 6%; with 50% employer match about $145,216 at 4% or $96,811 at 6%; with 100% employer match about $108,912 at 4% or $72,608 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 46 | $6,608,159 | $400,796 | $8,713iApproximate average salary by contribution assumption: employee only about $217,824 at 4% or $145,216 at 6%; with 50% employer match about $145,216 at 4% or $96,811 at 6%; with 100% employer match about $108,912 at 4% or $72,608 at 6%. |
| 2012 | 1 | 48 | $6,267,037 | $406,643 | $8,472iApproximate average salary by contribution assumption: employee only about $211,793 at 4% or $141,195 at 6%; with 50% employer match about $141,195 at 4% or $94,130 at 6%; with 100% employer match about $105,897 at 4% or $70,598 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 48 | $6,267,037 | $406,643 | $8,472iApproximate average salary by contribution assumption: employee only about $211,793 at 4% or $141,195 at 6%; with 50% employer match about $141,195 at 4% or $94,130 at 6%; with 100% employer match about $105,897 at 4% or $70,598 at 6%. |
| 2011 | 1 | 51 | $5,582,690 | $382,262 | $7,495iApproximate average salary by contribution assumption: employee only about $187,383 at 4% or $124,922 at 6%; with 50% employer match about $124,922 at 4% or $83,281 at 6%; with 100% employer match about $93,692 at 4% or $62,461 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 51 | $5,582,690 | $382,262 | $7,495iApproximate average salary by contribution assumption: employee only about $187,383 at 4% or $124,922 at 6%; with 50% employer match about $124,922 at 4% or $83,281 at 6%; with 100% employer match about $93,692 at 4% or $62,461 at 6%. |
| 2010 | 1 | 50 | $5,466,736 | $401,665 | $8,033iApproximate average salary by contribution assumption: employee only about $200,833 at 4% or $133,888 at 6%; with 50% employer match about $133,888 at 4% or $89,259 at 6%; with 100% employer match about $100,416 at 4% or $66,944 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 50 | $5,466,736 | $401,665 | $8,033iApproximate average salary by contribution assumption: employee only about $200,833 at 4% or $133,888 at 6%; with 50% employer match about $133,888 at 4% or $89,259 at 6%; with 100% employer match about $100,416 at 4% or $66,944 at 6%. |
| 2009 | 1 | 51 | $4,550,805 | $361,676 | $7,092iApproximate average salary by contribution assumption: employee only about $177,292 at 4% or $118,195 at 6%; with 50% employer match about $118,195 at 4% or $78,797 at 6%; with 100% employer match about $88,646 at 4% or $59,097 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 51 | $4,550,805 | $361,676 | $7,092iApproximate average salary by contribution assumption: employee only about $177,292 at 4% or $118,195 at 6%; with 50% employer match about $118,195 at 4% or $78,797 at 6%; with 100% employer match about $88,646 at 4% or $59,097 at 6%. |
| 2008 | 1 | 51 | $3,618,033 | $338,320 | $6,634iApproximate average salary by contribution assumption: employee only about $165,843 at 4% or $110,562 at 6%; with 50% employer match about $110,562 at 4% or $73,708 at 6%; with 100% employer match about $82,922 at 4% or $55,281 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 51 | $3,618,033 | $338,320 | $6,634iApproximate average salary by contribution assumption: employee only about $165,843 at 4% or $110,562 at 6%; with 50% employer match about $110,562 at 4% or $73,708 at 6%; with 100% employer match about $82,922 at 4% or $55,281 at 6%. |
| 2007 | 1 | 51 | $0 | $0 | - |
| Insurance Organizations Savings Trust 401K Plan | - | 51 | - | - | - |
| 2006 | 1 | 51 | $4,247,022 | $299,770 | $5,878iApproximate average salary by contribution assumption: employee only about $146,946 at 4% or $97,964 at 6%; with 50% employer match about $97,964 at 4% or $65,309 at 6%; with 100% employer match about $73,473 at 4% or $48,982 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 51 | $4,247,022 | $299,770 | $5,878iApproximate average salary by contribution assumption: employee only about $146,946 at 4% or $97,964 at 6%; with 50% employer match about $97,964 at 4% or $65,309 at 6%; with 100% employer match about $73,473 at 4% or $48,982 at 6%. |
| 2005 | 1 | 51 | $3,608,005 | $278,255 | $5,456iApproximate average salary by contribution assumption: employee only about $136,400 at 4% or $90,933 at 6%; with 50% employer match about $90,933 at 4% or $60,622 at 6%; with 100% employer match about $68,200 at 4% or $45,467 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 51 | $3,608,005 | $278,255 | $5,456iApproximate average salary by contribution assumption: employee only about $136,400 at 4% or $90,933 at 6%; with 50% employer match about $90,933 at 4% or $60,622 at 6%; with 100% employer match about $68,200 at 4% or $45,467 at 6%. |
| 2004 | 1 | 52 | $3,352,607 | $248,547 | $4,780iApproximate average salary by contribution assumption: employee only about $119,494 at 4% or $79,663 at 6%; with 50% employer match about $79,663 at 4% or $53,108 at 6%; with 100% employer match about $59,747 at 4% or $39,831 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 52 | $3,352,607 | $248,547 | $4,780iApproximate average salary by contribution assumption: employee only about $119,494 at 4% or $79,663 at 6%; with 50% employer match about $79,663 at 4% or $53,108 at 6%; with 100% employer match about $59,747 at 4% or $39,831 at 6%. |
| 2003 | 1 | 50 | $2,990,015 | $234,107 | $4,682iApproximate average salary by contribution assumption: employee only about $117,054 at 4% or $78,036 at 6%; with 50% employer match about $78,036 at 4% or $52,024 at 6%; with 100% employer match about $58,527 at 4% or $39,018 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 50 | $2,990,015 | $234,107 | $4,682iApproximate average salary by contribution assumption: employee only about $117,054 at 4% or $78,036 at 6%; with 50% employer match about $78,036 at 4% or $52,024 at 6%; with 100% employer match about $58,527 at 4% or $39,018 at 6%. |
| 2002 | 1 | 55 | $2,421,645 | $244,231 | $4,441iApproximate average salary by contribution assumption: employee only about $111,014 at 4% or $74,009 at 6%; with 50% employer match about $74,009 at 4% or $49,340 at 6%; with 100% employer match about $55,507 at 4% or $37,005 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 55 | $2,421,645 | $244,231 | $4,441iApproximate average salary by contribution assumption: employee only about $111,014 at 4% or $74,009 at 6%; with 50% employer match about $74,009 at 4% or $49,340 at 6%; with 100% employer match about $55,507 at 4% or $37,005 at 6%. |
| 2001 | 1 | 55 | $0 | $0 | - |
| Insurance Organizations Savings Trust 401K Plan | - | 55 | - | - | - |
| 2000 | 1 | 54 | $0 | $0 | - |
| Insurance Organizations Savings Trust 401K Plan | - | 54 | - | - | - |
| 1999 | 1 | 54 | $2,561,085 | $195,510 | $3,621iApproximate average salary by contribution assumption: employee only about $90,514 at 4% or $60,343 at 6%; with 50% employer match about $60,343 at 4% or $40,228 at 6%; with 100% employer match about $45,257 at 4% or $30,171 at 6%. |
| Insurance Organizations Savings Trust 401K Plan | - | 54 | $2,561,085 | $195,510 | $3,621iApproximate average salary by contribution assumption: employee only about $90,514 at 4% or $60,343 at 6%; with 50% employer match about $60,343 at 4% or $40,228 at 6%; with 100% employer match about $45,257 at 4% or $30,171 at 6%. |