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Sponsor portfolioTH

RIVERSIDE RESEARCH INSTITUTE

EIN 13-2593244-research-Latest filing 2025
Plans
3
Retirement
2
$203.4M assets
Welfare
1
$1.0M premiums
Participants
2,899
12601 FAIR LAKES CIRCLE, SUITE 400 - FAIRFAX, VA 22033703-522-2310riversideresearch.orgLinkedIn501-1000 employeesresearch
Plans on this EIN
3 filings
#002401k-$105.6M - 1,042 part#001401k-$97.8M - 1,134 part#509Mixed-$1.0M - 1,699 lives

Retirement portfolio analytics

2 plans aggregated / $203.4M assets / 2,176 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • RETIREMENT INCOME PLAN (#002)52%
  • RETIREMENT INCOME PLAN (#001)48%
Total $203.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
Total $203.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCOME PLAN (#001)1,134
  • RETIREMENT INCOME PLAN (#002)1,042
Total 2,176Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,699 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$814K
  • Life$732K
  • Long-term disability$732K
  • Vision$111K
  • Health$79K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • HARTFORD LIFE AND ACCIDENT81%
  • EYEMED VISION CARE11%
  • ARAG INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • AXIS INSURANCE COMPANY1%
Total $1.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • LOCKTON COMPANIES, LLC85%
  • REUBEN WARNER ASSOCIATES, INC.15%
Total $16K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN

401k

Assets$105.6M
Participants1,042
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN

401k

Assets$97.8M
Participants1,134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

RIVERSIDE RESEARCH INSTITUTE SECTION 125 CAFETERIA PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.0M
Covered lives1,699
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RIVERSIDE RESEARCH INSTITUTE TAX-SHELTERED RETIREMENT INCOME PLAN401k$105.6M1,0422024
001RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN401k$97.8M1,1342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509RIVERSIDE RESEARCH INSTITUTE SECTION 125 CAFETERIA PLANMixedHARTFORD LIFE AND ACCIDENT$1.0M1,6992025
Retirement plans
Welfare plans
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