Predictive Index, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Predictive Index, LLC (EIN 61-1748187) is a plan sponsor located in Westwood, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-1748187
Location
Westwood, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$24,162,573
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$24,162,573

Contributions & income

Employer contributions
$2,413,367
Participant contributions
$2,413,992
Total income / additions
$9,229,110

Expenses & distributions

Benefits paid / distributions
$1,769,882
Total expenses
$1,760,396
Net increase / (decrease)
$7,468,714

Coverage

Total reported participants
510
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Predictive Index, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Predictive Index Retirement Trust Plan002298$24,162,5732023
Predictive Index, LLC Health & Welfare Plan501212not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Predictive Index, LLC
YearPlanParticipantsSchedulesFiling
2023Predictive Index Retirement Trust Plan298H, C20241015143332NAL0028777889001
2023Predictive Index, LLC Health & Welfare Plan21220250421110347NAL0006655522001

Related Form 5500 pages