Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$308K
- Vision$308K
- Life$308K
- Short-term disability$308K
- Long-term disability$308K
- Other$308K
Sponsor portfolio
DAUBY O'CONNOR & ZALESKI, LLC
EIN 35-1750664Latest filing 2025
Plans
2
Retirement
1
$33.2M assets
Welfare
1
$308K premiums
Participants
657
501 CONGRESSIONAL BOULEVARD - CARMEL, IN 46032317-848-5700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $308K premiums / 300 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- AMERICAN HEALTHCARE GROUP, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAUBY O'CONNOR & ZALESKI, LLC RETIREMENT PLAN
401k
Assets$33.2M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DAUBY O'CONNOR & ZALESKI, LLC WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$308K
Covered lives300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAUBY O'CONNOR & ZALESKI, LLC RETIREMENT PLAN | 401k | $33.2M | 357 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DAUBY O'CONNOR & ZALESKI, LLC WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $308K | 300 | 2025 |
Retirement plans
Welfare plans