INCOME RESEARCH+MGMT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

8,196

Total plan assets

$2.7B

Filings (rows)

Direct comp

$912K

Indirect comp

Aggregating 2 name variants under "INCOME RESEARCH+MGMT"

INCOME RESEARCH+MGMT LONG DURATION3 INCOME RESEARCH+MGMT INTER CREDIT3

SERVICES PROVIDED

Other3

Top plans served

Showing top 6 of 3 (largest by assets)

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST	BOSTON, MA	Other NONE	2,901	$910.6M	$230K
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS, INC. RETIREMENT INCOME TRUST	BOSTON, MA	Other NONE	2,901	$910.6M	$97K