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  2. O'BRIEN AUTO TEAM, INC.
Sponsor portfolio

O'BRIEN AUTO TEAM, INC.

EIN 01-0631714-automotive-Latest filing 2024
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$1.5M premiums
Participants
517
1601 FORT JESSE ROAD, SUITE 200 - NORMAL, IL 61761309-664-1222obrienteamil.comLinkedIn201-500 employeesautomotive
Plans on this EIN
2 filings
#333401k-$9.0M - 279 part#501Mewa-$1.5M - 407 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Other$174K
  • Short-term disability$91K
  • Long-term disability$91K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • CLEMENS & ASSOCIATES LIFE AGENCY88%
  • RANDY A BUTTS11%
  • UNKNOWN1%
Total $100K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

O'BRIEN AUTO TEAM 401(K) PLAN

401k

Assets$9.0M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'BRIEN AUTOMOTIVE GROUP PREMIUM CONVERSION PLAN

Mewa - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.5M
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333O'BRIEN AUTO TEAM 401(K) PLAN401k$9.0M2792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'BRIEN AUTOMOTIVE GROUP PREMIUM CONVERSION PLANMewaBLUECROSS BLUESHIELD OF ILLINOIS$1.5M4072024
Retirement plans
Welfare plans
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