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Sponsor portfolio

WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH

EIN 06-1043412-Educational Services-Latest filing 2025
Plans
4
Retirement
2
$164.9M assets
Welfare
2
$5.1M premiums
Participants
2,110
455 MAIN STREET - CAMBRIDGE, MA 02142617-258-6725
Plans on this EIN
4 filings
#001MoneyPurchase-$107.3M - 1,122 part#002403b-$57.6M - 610 part#502Fully Insured-$5.1M - 476 lives#511Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $164.9M assets / 1,732 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • FOR BIOMEDICAL RESEARCH (#001)65%
  • RESEARCH 403B PLAN (#002)35%
Total $164.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • TIAA35%
Total $164.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR BIOMEDICAL RESEARCH (#001)1,122
  • RESEARCH 403B PLAN (#002)610
Total 1,732Click row to drill in

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
Total $5.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • HARVARD PILGRIM HEALTH CARE72%
  • MIT TRADITIONAL HEALTH PLAN17%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • GENWORTH LIFE INSURANCE COMPANY2%
  • +3 more
Total $5.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • RISK STRATEGIES COMPANY61%
  • RSC INSURANCE BROKERAGE INC39%
Total $115K2 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

RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH

MoneyPurchase

Assets$107.3M
Participants1,122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B PLAN

403b

Assets$57.6M
Participants610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WHITEHEAD INSTITUTE EMPLOYEE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$5.1M
Covered lives476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREE MEDICAL PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCHMoneyPurchase$107.3M1,1222025
002WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B PLAN403b$57.6M6102025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WHITEHEAD INSTITUTE EMPLOYEE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE$5.1M4762025
511WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREE MEDICAL PLANSelf Funded-$002025
Retirement plans
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