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Sponsor portfolio

SYSTEMS & TECHNOLOGY RESEARCH

EIN 27-3556936-Latest filing 2025
Plans
2
Retirement
1
$178.5M assets
Welfare
1
$15.0M premiums
Participants
1,833
600 WEST CUMMINGS PARK - WOBURN, MA 01801844-204-0963
Plans on this EIN
2 filings
#001401k-$178.5M - 979 part#501Mixed-$15.0M - 1,654 lives

Benefits portfolio analytics

1 plan / $15.0M premiums / 1,654 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.0M
  • Prescription drug$13.0M
  • Other$1.8M
  • Life$1.7M
  • Long-term disability$1.7M
  • Vision$134K
Total $15.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • VISION SERVICE PLAN1%
  • AFLAC0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $15.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $372K2 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

STR 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$178.5M
Participants979
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYSTEMS AND TECHNOLOGY RESEARCH EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$15.0M
Covered lives1,654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STR 401(K) RETIREMENT SAVINGS PLAN401k$178.5M9792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYSTEMS AND TECHNOLOGY RESEARCH EMPLOYEE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$15.0M1,6542025
Retirement plans
Welfare plans
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