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Sponsor portfolio

O'REILLY MEDIA, INC.

EIN 04-2789763-Information-Latest filing 2025
Plans
2
Retirement
1
$94.5M assets
Welfare
1
$10.2M premiums
Participants
882
141 STONY CIRCLE, SUITE 195 - SANTA ROSA, CA 95401707-827-7197
Plans on this EIN
2 filings
#001401k-$94.5M - 539 part#501Mixed-$10.2M - 613 lives

Benefits portfolio analytics

1 plan / $10.2M premiums / 613 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.8M
  • Prescription drug$9.8M
  • Short-term disability$299K
  • Other$296K
  • Life$295K
  • Long-term disability$295K
  • +1 more
Total $10.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • HARVARD PILGRIM HEALTH CARE9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $10.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VITA INSURANCE ASSOCIATES, INC.100%
Total $176K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

O'REILLY MEDIA, INC. 401(K) PLAN

401k

Assets$94.5M
Participants539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O REILLY MEDIA EMPLOYEE BENEFIT PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$10.2M
Covered lives613
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001O'REILLY MEDIA, INC. 401(K) PLAN401k$94.5M5392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O REILLY MEDIA EMPLOYEE BENEFIT PLANMixedBLUE CROSS OF CALIFORNIA$10.2M6132025
Retirement plans
Welfare plans
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