Form 5500 · Employee benefit plan · BOSTON, MA
INCOME RESEARCH & MANAGEMENT
INCOME RESEARCH & MANAGEMENT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2955404 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 208 | December | $8,492 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 203 | December | $7,778 |
| DELTA DENTAL OF MASSACHUSETTS | Dental | 476 | December | $7,293 |
| VISION SERVICE PLAN | Vision | 120 | December | $1,158 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 14 | December | $850 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 209 | October | $781 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Vision | 311 | December | $741 |
| EVERNORTH CARE SOLUTIONS, INC. | — | 523 | December | $0 |
Questions
Who is INCOME RESEARCH & MANAGEMENT's benefits broker?
Per its most recent Form 5500 Schedule A, INCOME RESEARCH & MANAGEMENT's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does INCOME RESEARCH & MANAGEMENT use?
INCOME RESEARCH & MANAGEMENT's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does INCOME RESEARCH & MANAGEMENT's group plan renew?
The most recent Schedule A policy period for INCOME RESEARCH & MANAGEMENT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INCOME RESEARCH & MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.