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Sponsor portfolioTH

CONNOR GROUP, INC.

EIN 32-0445452-Latest filing 2025
Plans
2
Retirement
1
$68.4M assets
Welfare
1
$2.1M premiums
Participants
1,427
575 DOUBLE EAGLE CT., STE 210 - RENO, NV 89521775-341-4393
Plans on this EIN
2 filings
#001401k-$68.4M - 805 part#501Fully Insured-$2.1M - 1,209 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$998K
  • Dental$783K
  • Vision$783K
  • Short-term disability$116K
  • Long-term disability$94K
  • Other$83K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UNITEDHEALTHCARE INSURANCE COMPANY48%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY38%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA14%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • SEQUOIA BENEFITS & INS SVCS LLC80%
  • ASSUREDPARTNERS20%
Total $170K2 slices

Plan deep-dives

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

CONNOR GROUP, INC. 401(K) PLAN

401k

Assets$68.4M
Participants805
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONNOR GROUP, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives1,209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONNOR GROUP, INC. 401(K) PLAN401k$68.4M8052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONNOR GROUP, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M1,2092025
Retirement plans
Welfare plans
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