PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Hyannis Port Research, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Hyannis Port Research, Inc.

EIN 27-5306594-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Health & Benefits
1
$1.5M premiums
Participants
310
400 1ST AVE FOURTH FLOOR - NEEDHAM, MA 02494617-454-1055
Plans on this EIN
2 filings
#001401(k)-$11.3M - 136 part#501Fully insured-$1.5M - 174 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.5M premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$100K
  • Short-term disability$86K
  • Life$22K
  • Long-term disability$20K
  • Vision$10K
Total $1.7M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HYANNIS PORT RESEARCH RETIREMENT TRUST

401(k)

Assets$11.3M
Participants136
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HYANNIS PORT RESEARCH WELFARE BENEFIT PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.5M
Covered lives174
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HYANNIS PORT RESEARCH RETIREMENT TRUST401(k)$11.3M1362025
  • HYANNIS PORT RESEARCH RETIREMENT TRUST$11.3M
    #001 · 401(k) · 2025136

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HYANNIS PORT RESEARCH WELFARE BENEFIT PLANFully insuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.5M1742025
  • HYANNIS PORT RESEARCH WELFARE BENEFIT PLAN$1.5M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025174
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica