Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$241K
- Short-term disability$241K
- Long-term disability$241K
- Other$241K
- Dental$184K
- Vision$31K
Sponsor portfolio
WITT O'BRIEN'S PAYROLL MANAGEMENT LLC
EIN 32-0449815Latest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$456K premiums
Participants
319
818 TOWN AND COUNTRY BOULEVARD, SUITE 200 - HOUSTON, TX 77024281-320-9796
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $456K premiums / 615 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA53%
- METROPOLITAN LIFE INSURANCE COMPANY40%
- AMERITAS LIFE INSURANCE CORP.7%
Broker market share
Schedule A broker compensation
60%top
- LOCKTON COMPANIES, LLC60%
- GALLAGHER BENEFIT SERVICES, INC.39%
- IMG1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WITT O'BRIEN'S SAVINGS PLAN
401k
Assets$21.2M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WITT O'BRIEN'S PAYROLL MANAGEMENT LLC HEALTH & WELFARE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$456K
Covered lives615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WITT O'BRIEN'S SAVINGS PLAN | 401k | $21.2M | 319 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WITT O'BRIEN'S PAYROLL MANAGEMENT LLC HEALTH & WELFARE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $456K | 615 | 2025 |
Retirement plans
Welfare plans