PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TEKLA RESEARCH, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 54-1773706

TEKLA RESEARCH, INC.

46655 EXPEDITION DRIVE · LEXINGTON PARK, MD 20653
7034922620
Plans filed
1
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$387K
No prior year
Persons covered
279
No prior year
Total participants
279
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$387K
TEKLA RESEARCH, INC. HEALTH AND WELFARE PLAN
Mixed279 covered·4 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$170K43.9%
Long-term disability$82K21.3%
Short-term disability$73K18.8%
Other$32K8.4%
Vision$29K7.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$343K88.6%14279
VISION SERVICE PLAN
EIN 237089668
V
$29K7.6%11204
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$9K2.3%1113
METROPOLITAN LIFE INSURANCE COMPANY
EIN 541566589
Oth
$6K1.5%1122

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCHARLOTTE, NCLIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN, LEGAL RESOURCES, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$38K$2K$40K98.8%1
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCVISION SERVICE PLAN$480$0$4801.2%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica