Forrester Research Inc.
Overview
Forrester Research Inc. sponsors a self-funded health plan that covered 1,231 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,231 · prior year 1,234
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Forrester Research Inc. Flexible Benefits Plan, plan 525 (1,231 participants)
- Broker compensation
- $211K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Dental Service of Massachusetts, Inc. DBA Delta Dental of MA | Dental | 2,076 | $966K | $8K |
| Hartford Life and Accident | Life, Long-term disability | 1,063 | $824K | $199K |
| Vision Service Plan | Vision | 593 | $116K | — |
| MetLife Legal Plans | Legal | 127 | $39K | $4K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,231 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Forrester Research Inc.
- Sponsor EIN
- 04-2797789
- Plan number
- 525
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 04-2797789 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Forrester Research, Inc. 401(k) Plan & Trust
- Type
- 401(k) plan
- Participants
- 2,071
About this data
Source: Forrester Research Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Forrester Research Inc..