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Sponsor portfolio

O'CONNELL ELECTRIC CO.

EIN 16-0950645-construction-Latest filing 2025
Plans
2
Retirement
1
$57.6M assets
Welfare
1
$2.2M premiums
Participants
475
830 PHILLIPS RD - VICTOR, NY 14564585-788-6517oconnellelectric.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$57.6M - 283 part#501Fully Insured-$2.2M - 204 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$98K
  • Other$72K
  • Long-term disability$54K
  • Short-term disability$21K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • EMPLOYEE NETWORK, INC.0%
  • VISION SERVICE PLAN0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • STRATEGIC NON-MEDICAL SOLUTION1%
  • ALLIANCE FINANCIAL NETWORK0%
Total $104K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

O'CONNELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$57.6M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'CONNELL ELECTRIC COMPANY, INC. WELFARE BENEFIT PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$2.2M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002O'CONNELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$57.6M2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'CONNELL ELECTRIC COMPANY, INC. WELFARE BENEFIT PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$2.2M2042025
Retirement plans
Welfare plans
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