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Sponsor portfolio

THE CONNELL COMPANY

EIN 22-1629235-real estate-Latest filing 2025
Plans
2
Retirement
1
$129.8M assets
Welfare
1
$315K premiums
Participants
379
300 CONNELL DRIVE - BERKELEY HEIGHTS, NJ 07922908-673-3778connellco.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001MoneyPurchase-$129.8M - 255 part#501Mixed-$315K - 286 lives

Benefits portfolio analytics

1 plan / $315K premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$190K
  • Life$125K
  • Long-term disability$125K
  • Other$125K
Total $315K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • DELTA DENTAL OF CALIFORNIA60%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA40%
Total $315K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $6361 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

THE CONNELL COMPANY RETIREMENT PLAN

MoneyPurchase

Assets$129.8M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONNELL RICE WELFARE PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$315K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CONNELL COMPANY RETIREMENT PLANMoneyPurchase$129.8M2552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONNELL RICE WELFARE PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$315K2862024
Retirement plans
Welfare plans
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