Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$672K
- Dental$131K
- Vision$131K
- Life$131K
- Short-term disability$131K
- Long-term disability$131K
- +1 more
Sponsor portfolioTH
STATISTICAL RESEARCH INC.
EIN 86-0670179Latest filing 2025
Plans
4
Retirement
1
$12.3M assets
Welfare
3
$1.5M premiums
Participants
549
3170 EAST FORT LOWELL ROAD - TUCSON, AZ 85716520-721-4309
Benefits portfolio analytics
3 plans / $1.5M premiums / 452 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- PRINCIPAL LIFE INSURANCE COMPANY16%
Broker market share
Schedule A broker compensation
100%top
- PONTRELLI, TIMOUR AND ASSOCIATES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STATISTICAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$12.3M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STATISTICAL RESEARCH INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$803K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
STATISTICAL RESEARCH INC MEDICAL WELFARE PLAN 2024
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$595K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
STATISTICAL RESEARCH INC.-WELFARE PLAN 2024
Fully Insured - PRINCIPAL LIFE INSURANCE
Premiums$123K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STATISTICAL RESEARCH, INC. 401(K) PROFIT SHARING PLAN | 401k | $12.3M | 159 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STATISTICAL RESEARCH INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $803K | 158 | 2025 | |
| 503 | STATISTICAL RESEARCH INC MEDICAL WELFARE PLAN 2024 | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $595K | 93 | 2024 | |
| 504 | STATISTICAL RESEARCH INC.-WELFARE PLAN 2024 | Fully Insured | PRINCIPAL LIFE INSURANCE | $123K | 201 | 2024 |
Retirement plans
Welfare plans