PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. FORRESTER RESEARCH INC.
Sponsor portfolio

FORRESTER RESEARCH INC.

EIN 04-2797789-information services-Latest filing 2025
Plans
3
Retirement
1
$357.5M assets
Welfare
2
$1.9M premiums
Participants
4,394
60 ACORN PARK DRIVE - CAMBRIDGE, MA 02140617-613-6000LinkedIn51-200 employeesinformation services
Plans on this EIN
3 filings
#001401k-$357.5M - 2,071 part#525Mixed-$1.9M - 2,076 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 2,076 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$966K
  • Other$863K
  • Life$824K
  • Long-term disability$824K
  • Vision$116K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DELTA DENTAL OF CALIFORNIA50%
  • HARTFORD LIFE AND ACCIDENT42%
  • VISION SERVICE PLAN6%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • LOCKTON COMPANIES, LLC74%
  • INDIGO INSURANCE SERVICES22%
  • UNKNOWN4%
Total $211K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FORRESTER RESEARCH, INC. 401(K) PLAN & TRUST

401k

Assets$357.5M
Participants2,071
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

FORRESTER RESEARCH INC. FLEXIBLE BENEFITS PLAN

Mixed - DENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA

Premiums$1.9M
Covered lives2,076
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FORRESTER RESEARCH, INC. U.S. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORRESTER RESEARCH, INC. 401(K) PLAN & TRUST401k$357.5M2,0712024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
525FORRESTER RESEARCH INC. FLEXIBLE BENEFITS PLANMixedDENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA$1.9M2,0762025
502FORRESTER RESEARCH, INC. U.S. SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica