Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE O'CONNELL COMPANIES, INC.
EIN 04-2669288constructionLatest filing 2025
Plans
3
Retirement
2
$101.0M assets
Welfare
1
$3.8M premiums
Participants
982
800 KELLY WAY, HOLYOKE - HOLYOKE, MA 01040413-534-5667theoconnellcompanies.comLinkedIn11-50 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $101.0M assets / 721 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
60%top
- (Not disclosed)60%
- T ROWE PRICE RPS INC40%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.8M premiums / 409 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Vision$3.7M
- Prescription drug$3.7M
- Life$187K
- Long-term disability$187K
- Other$187K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- RELIANCE STANDARD LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
68%top
- CALIBER BENEFITS GROUP68%
- EBS INSURANCE BROKERS15%
- PAUL ROONEY11%
- IMA, INC.6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#017
RETIREMENT PLAN FOR EMPLOYEES OF THE O'CONNELL COMPANIES, INC.
TraditionalDB
Assets$60.4M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#027
THE O'CONNELL COMPANIES, INC. 401(K) PLAN
401k
Assets$40.6M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
THE O'CONNELL COMPANIES, INC. EMPLOYEE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.8M
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 017 | RETIREMENT PLAN FOR EMPLOYEES OF THE O'CONNELL COMPANIES, INC. | TraditionalDB | $60.4M | 387 | 2024 | |
| 027 | THE O'CONNELL COMPANIES, INC. 401(K) PLAN | 401k | $40.6M | 334 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | THE O'CONNELL COMPANIES, INC. EMPLOYEE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $3.8M | 409 | 2025 |
Retirement plans
Welfare plans