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  2. Elder Research, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Elder Research, Inc.

EIN 30-0000656-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$33.1M assets
Health & Benefits
1
$1.5M premiums
Participants
406
701 E WATER ST, SUITE 103 - CHARLOTTESVILLE, VA 22902434-973-7673elderresearch.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#001401(k)-$20.1M - 48 part#002ESOP-$13.0M - 209 part#501Fully insured-$1.5M - 312 lives

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

Retirement portfolio analytics

2 plans aggregated / $33.1M assets / 257 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$20.1M
  • EMPLOYEE STOCK OWNERSHIP (#002)$13.0M
Total $33.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)209
  • PROFIT SHARING PLAN (#001)48
Total 257Select a row to open it

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
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Plan summaries

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

Retirement#001

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

401(k)

Assets$20.1M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ELDER RESEARCH EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.0M
Participants209
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ELDER RESEARCH, INC. WELFARE BENEFIT PLAN

Fully insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$1.5M
Covered lives312
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ELDER RESEARCH, INC. 401(K) PROFIT SHARING PLAN401(k)$20.1M482025
#002ELDER RESEARCH EMPLOYEE STOCK OWNERSHIP PLANESOP$13.0M2092025
  • ELDER RESEARCH, INC. 401(K) PROFIT SHARING PLAN$20.1M
    #001 · 401(k) · 202548
  • ELDER RESEARCH EMPLOYEE STOCK OWNERSHIP PLAN$13.0M
    #002 · ESOP · 2025209

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ELDER RESEARCH, INC. WELFARE BENEFIT PLANFully insuredANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$1.5M3122025
  • ELDER RESEARCH, INC. WELFARE BENEFIT PLAN$1.5M
    #501 · Fully insured · ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS · 2025312
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
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