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Filings through Oct 24, 2026.

Justice Resource Institute

EIN 04-2526357-individual & family services-Latest filing 2025
Plans
4
Retirement
3
$282.2M assets
Health & Benefits
1
$933K premiums
Participants
9,301
160 GOULD STREET, SUITE 300 - NEEDHAM, MA 02494617-450-0500jri.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
4 filings
#004Traditional DB-$190.7M - 3,322 part#005401(k)-$76.8M - 3,813 part#003403(b)-$14.8M - 132 part#501Mixed-$933K - 2,027 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $282.2M assets / 7,267 participants

Assets by plan

Share of aggregate retirement assets

  • RESOURCE INSTITUTE, INC. (#004)$190.7M
  • EMPLOYEES OF JRI (#005)$76.8M
  • EMPLOYEES OF JRI (#003)$14.8M
Total $282.2MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$190.7M
  • CHARLES SCHWAB & CO., INC.$91.5M
Total $282.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES OF JRI (#005)3,813
  • RESOURCE INSTITUTE, INC. (#004)3,322
  • EMPLOYEES OF JRI (#003)132
Total 7,267Select a row to open it

Benefits portfolio analytics

1 plan / $933K premiums / 2,027 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$443K
  • Long-term disability$357K
  • Other$276K
  • Vision$115K
Total $933K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC.

Traditional DB

Assets$190.7M
Participants3,322
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

401(K) PLAN FOR EMPLOYEES OF JRI

401(k)

Assets$76.8M
Participants3,813
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

403(B) PLAN FOR EMPLOYEES OF JRI

403(b)

Assets$14.8M
Participants132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$933K
Covered lives2,027
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC.Traditional DB$190.7M3,3222025
#005401(K) PLAN FOR EMPLOYEES OF JRI401(k)$76.8M3,8132025
#003403(B) PLAN FOR EMPLOYEES OF JRI403(b)$14.8M1322025
  • PENSION PLAN OF JUSTICE RESOURCE INSTITUTE, INC.$190.7M
    #004 · Traditional DB · 20253,322
  • 401(K) PLAN FOR EMPLOYEES OF JRI$76.8M
    #005 · 401(k) · 20253,813
  • 403(B) PLAN FOR EMPLOYEES OF JRI$14.8M
    #003 · 403(b) · 2025132

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$933K2,0272025
  • JUSTICE RESOURCE INSTITUTE HEALTH AND WELFARE PLAN$933K
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 20252,027
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
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  4. Retirement plans
  5. Health & Benefits plans
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