Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
The O'Connell Companies, Inc.
EIN 04-2669288constructionLatest filing 2025
Plans
4
Retirement
3
$137.3M assets
Health & Benefits
1
$3.8M premiums
Participants
1,247
800 KELLY WAY - HOLYOKE, MA 01040413-534-5667theoconnellcompanies.comLinkedIn11-50 employeesconstruction
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $137.3M assets / 986 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$93.1M
- T ROWE PRICE RPS INC$44.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.8M premiums / 409 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#017
RETIREMENT PLAN FOR EMPLOYEES OF THE O'CONNELL COMPANIES, INC.
Traditional DB
Assets$65.7M
Participants383
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#027
THE O'CONNELL COMPANIES, INC. 401(K) PLAN
401(k)
Assets$44.2M
Participants379
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE O'CONNELL COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$27.4M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
THE O'CONNELL COMPANIES, INC. EMPLOYEE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.8M
Covered lives409
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #017 | RETIREMENT PLAN FOR EMPLOYEES OF THE O'CONNELL COMPANIES, INC. | Traditional DB | $65.7M | 383 | 2025 |
| #027 | THE O'CONNELL COMPANIES, INC. 401(K) PLAN | 401(k) | $44.2M | 379 | 2025 |
| #003 | THE O'CONNELL COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $27.4M | 224 | 2025 |
- #017 · Traditional DB · 2025383
- #027 · 401(k) · 2025379
- #003 · ESOP · 2025224
Health & Benefits plans
1 plan on this EIN
| 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 |
- #505 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025409
Retirement plans
Health & Benefits plans