Assets by plan
Share of aggregate retirement assets
Filings through .
Whitehead Institute for Biomedical Research
EIN 06-1043412Educational ServicesLatest filing 2025
Plans
4
Retirement
2
$164.9M assets
Health & Benefits
2
$5.1M premiums
Participants
2,110
455 MAIN STREET - CAMBRIDGE, MA 02142617-258-6725
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $164.9M assets / 1,732 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$107.3M
- TIAA$57.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $5.1M premiums / 476 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Dental$275K
- Other$273K
- Life$165K
- Long-term disability$165K
- Vision$26K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
Money purchase
Assets$107.3M
Participants1,122
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B PLAN
403(b)
Assets$57.6M
Participants610
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
WHITEHEAD INSTITUTE EMPLOYEE BENEFITS PLAN
Fully insured - HARVARD PILGRIM HEALTH CARE
Premiums$5.1M
Covered lives476
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREE MEDICAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | Money purchase | $107.3M | 1,122 | 2025 |
| #002 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B PLAN | 403(b) | $57.6M | 610 | 2025 |
- #001 · Money purchase · 20251,122
- #002 · 403(b) · 2025610
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | WHITEHEAD INSTITUTE EMPLOYEE BENEFITS PLAN | Fully insured | HARVARD PILGRIM HEALTH CARE | $5.1M | 476 | 2025 |
| #511 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREE MEDICAL PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · HARVARD PILGRIM HEALTH CARE · 2025476
- #511 · Self-funded · 20250
Retirement plans
Health & Benefits plans