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  2. FORRESTER RESEARCH INC
Sponsor portfolio

FORRESTER RESEARCH INC

EIN 04-2797789-information services-Latest filing 2024
Plans
3
Retirement
1
$357.5M assets
Welfare
2
$20.4M premiums
Participants
4,582
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-$20.4M - 2,244 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $20.4M premiums / 2,244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.2M
  • Prescription drug$18.2M
  • Dental$1.1M
  • Other$1.1M
  • Life$903K
  • Long-term disability$903K
  • +1 more
Total $20.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT4%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $20.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • UNKNOWN55%
  • LOCKTON COMPANIES, LLC32%
  • INDIGO INSURANCE SERVICES13%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $387K4 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 - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$20.4M
Covered lives2,244
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 PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$20.4M2,2442024
502FORRESTER RESEARCH, INC. U.S. SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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