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  2. APPLIED RESEARCH ASSOCIATES, INC.
Sponsor portfolioTH

APPLIED RESEARCH ASSOCIATES, INC.

EIN 85-0276434-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$1.26B assets
Welfare
1
$2.5M premiums
Participants
7,616
4300 SAN MATEO BOULEVARD, NE, SUITE A220 - ALBUQUERQUE, NM 87110505-881-8074
Plans on this EIN
3 filings
#001ESOP-$647.9M - 3,195 part#003ESOP-$610.6M - 2,452 part#501Mixed-$2.5M - 2,105 lives

Retirement portfolio analytics

2 plans aggregated / $1.26B assets / 5,647 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN & TRUST (#001)51%
  • RESEARCH ASSOCIATES, INC. (#003)49%
Total $1.26BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • THE VANGUARD GROUP, INC.51%
  • (Not disclosed)49%
Total $1.26BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)3,195
  • RESEARCH ASSOCIATES, INC. (#003)2,452
Total 5,647Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 2,105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$868K
  • Life$855K
  • Other$855K
  • Short-term disability$437K
  • Vision$300K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY88%
  • VISION SERVICE PLAN12%
Total $2.5M2 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

APPLIED RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

ESOP

Assets$647.9M
Participants3,195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EMPLOYEE STOCK OWNERSHIP PLAN OF APPLIED RESEARCH ASSOCIATES, INC.

ESOP

Assets$610.6M
Participants2,452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPLIED RESEARCH ASSOCIATES, INC. FLEXIBLE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives2,105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001APPLIED RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUSTESOP$647.9M3,1952025
003EMPLOYEE STOCK OWNERSHIP PLAN OF APPLIED RESEARCH ASSOCIATES, INC.ESOP$610.6M2,4522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPLIED RESEARCH ASSOCIATES, INC. FLEXIBLE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$2.5M2,1052025
Retirement plans
Welfare plans
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