Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$4.9M
- Health$4.8M
- Prescription drug$4.8M
- Dental$230K
- Other$199K
- Life$194K
- +1 more
Sponsor portfolio
INCOME RESEARCH & MANAGEMENT
EIN 04-2955404investment managementLatest filing 2025
Plans
2
Retirement
1
$117.7M assets
Welfare
1
$5.3M premiums
Participants
505
115 FEDERAL STREET, 22ND FLOOR - BOSTON, MA 02110617-330-9333incomeresearch.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.3M premiums / 506 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- DELTA DENTAL OF CALIFORNIA4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- VISION SERVICE PLAN0%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
98%top
- MERCER HEALTH AND BENEFITS, LLC98%
- RSC INSURANCE BROKERAGE INC2%
- BROWN & BROWN INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INCOME RESEARCH & MANAGEMENT PROFIT SHARING 401(K) PLAN & TRUST
401k
Assets$117.7M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INCOME RESEARCH & MANAGEMENT HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.3M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INCOME RESEARCH & MANAGEMENT PROFIT SHARING 401(K) PLAN & TRUST | 401k | $117.7M | 288 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INCOME RESEARCH & MANAGEMENT HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.3M | 506 | 2025 |
Retirement plans
Welfare plans