Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTH EFFECTS INSTITUTE
EIN 04-2708045researchLatest filing 2025
Plans
2
Retirement
2
$14.7M assets
Welfare
0
Participants
122
1 BEACON ST STE 21300 - BOSTON, MA 021083107978-957-1026healtheffects.orgLinkedIn11-50 employeesresearch
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.7M assets / 122 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEALTH EFFECTS INSTITUTE EMPLOYEES RETIREMENT PLAN
OtherDC
Assets$8.1M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEALTH EFFECTS INSTITUTE
OtherDC
Assets$6.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALTH EFFECTS INSTITUTE EMPLOYEES RETIREMENT PLAN | OtherDC | $8.1M | 85 | 2025 | |
| 002 | HEALTH EFFECTS INSTITUTE | OtherDC | $6.6M | 37 | 2025 |
Retirement plans