form5500lookup

Form 5500 · Retirement plan · CAMBRIDGE, MA

WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH

The filing calls this plan RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH.

WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH of CAMBRIDGE, MA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1043412 · plan 001 · plan year 2025, filed Jul 28, 2026

Participants at the start of the year
1,112
Contracts on file
1
Contract value
$10,564,180
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TIAA-CREF.

The contracts held $10,564,180 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TIAA-CREFAnnuity / GIC536December$10,564,180$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
EIN 06-1043412
CAPFINANCIAL PARTNERS, LLC
Named on Schedule C · EIN 26-0058143
$34,691
paid directly by the plan
TIAA
Named on Schedule C · EIN 13-1624203
$246
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$107,335,695
Paid out in benefits
$8,447,401
Participants at the start of the year
1,112
Participants with account balances
1,120

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in Massachusetts — largest plans, brokers, carriers and renewal months.