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Sponsor portfolio

WOODWELL CLIMATE RESEARCH CENTER

EIN 04-3005094-research-Latest filing 2025
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$2.4M premiums
Participants
355
149 WOODS HOLE ROAD - FALMOUTH, MA 02540508-441-1593whrc.orgLinkedIn51-200 employeesresearch
Plans on this EIN
2 filings
#001403b-$30.3M - 227 part#501Fully Insured-$2.4M - 404 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 404 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Other$95K
  • Life$81K
  • Short-term disability$81K
  • Long-term disability$81K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
  • ZURICH AMERICAN INSURANCE COMPANY1%
  • VISION SERVICE PLAN0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HUB INTERNATIONAL MIDWEST LIMITED91%
  • INDIGO INSURANCE SERVICES5%
  • REUBEN WARNER ASSOCIATES, INC.3%
Total $78K3 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

WOODWELL CLIMATE RESEARCH CENTER, INC. DC RETIREMENT PLAN

403b

Assets$30.3M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOODWELL CLIMATE RESEARCH CENTER BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD MASSACHUSETTS, INC.

Premiums$2.4M
Covered lives404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOODWELL CLIMATE RESEARCH CENTER, INC. DC RETIREMENT PLAN403b$30.3M2272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOODWELL CLIMATE RESEARCH CENTER BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD MASSACHUSETTS, INC.$2.4M4042025
Retirement plans
Welfare plans
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