Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$92K
- Life$51K
- Other$51K
- Vision$45K
Sponsor portfolioTH
THE CONNOR GROUP, A REAL ESTATE INVESTMENT FIRM, LLC
EIN 31-1313904computer softwareLatest filing 2025
Plans
4
Retirement
1
$18.6M assets
Welfare
3
$188K premiums
Participants
1,903
10510 NORTH SPRINGBORO PIKE - MIAMISBURG, OH 45342937-434-3095LinkedIn1-10 employeescomputer software
Benefits portfolio analytics
3 plans / $188K premiums / 1,214 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY76%
- COMMUNITY INSURANCE COMPANY24%
Broker market share
Schedule A broker compensation
99%top
- HUB INTERNATIONAL MIDWEST LIMITED99%
- HORAN ASSOCIATES INC.1%
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 CONNOR GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$18.6M
Participants726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
THE CONNOR GROUP LIFE AND AD&D PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$143K
Covered lives472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THE CONNOR GROUP HEALTH PLAN
Mixed - COMMUNITY INSURANCE COMPANY
Premiums$45K
Covered lives742
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
THE CONNOR GROUP DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CONNOR GROUP 401(K) PROFIT SHARING PLAN | 401k | $18.6M | 726 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | THE CONNOR GROUP LIFE AND AD&D PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $143K | 472 | 2025 | |
| 501 | THE CONNOR GROUP HEALTH PLAN | Mixed | COMMUNITY INSURANCE COMPANY | $45K | 742 | 2025 | |
| 502 | THE CONNOR GROUP DENTAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans