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Sponsor portfolio

ELDER RESEARCH, INC.

EIN 30-0000656-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$19.7M assets
Welfare
1
$1.5M premiums
Participants
473
701 E WATER ST, STE 103 - CHARLOTTESVILLE, VA 22902434-973-7673elderresearch.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$14.7M - 186 part#002ESOP-$5.0M - 138 part#501Fully Insured-$1.5M - 312 lives

Retirement portfolio analytics

2 plans aggregated / $19.7M assets / 324 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • EMPLOYEE STOCK OWNERSHIP (#002)26%
Total $19.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)186
  • EMPLOYEE STOCK OWNERSHIP (#002)138
Total 324Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$213K
  • Vision$213K
  • Life$213K
  • Short-term disability$213K
  • Long-term disability$213K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • ANTHEM LIFE INSURANCE COMPANY86%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • DIGITAL INSURANCE LLC85%
  • CENTRO BENEFITS RESEARCH LLC15%
Total $69K2 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

ELDER RESEARCH, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$14.7M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELDER RESEARCH EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.0M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ELDER RESEARCH, INC. WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$1.5M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELDER RESEARCH, INC. 401(K) PROFIT SHARING PLAN401k$14.7M1862024
002ELDER RESEARCH EMPLOYEE STOCK OWNERSHIP PLANESOP$5.0M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ELDER RESEARCH, INC. WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$1.5M3122025
Retirement plans
Welfare plans
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