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WORKERS COMPENSATION RESEARCH INSTITUTE — WORKERS COMPENSATION RESEARCH INSTITUTE 403(B) TDA PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250713184406NAL0000404945001
WORKERS COMPENSATION RESEARCH INSTITUTE
Form 5500-SF
FILING_RECEIVED
WORKERS COMPENSATION RESEARCH INSTITUTE 403(B) TDA PLAN
403(b) retirement plan
Active participants
30
Accounts w/ balance
43
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WORKERS COMPENSATION RESEARCH INSTITUTE
.
Find decision makers
Plan sponsor
Name
WORKERS COMPENSATION RESEARCH INSTITUTE
EIN
36-3264285
Address
610 LINCOLN STREET, SUITE 100 · WALTHAM, MA · 02451
Phone
(617) 661-9274
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
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