Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.3M
- Stop-loss$7.3M
- Life$475K
- Short-term disability$475K
- Long-term disability$475K
- Other$475K
- +2 more
Filings through .
Group O, Inc.
EIN 36-3823680management consultingLatest filing 2025
Plans
2
Retirement
1
$49.8M assets
Health & Benefits
1
$8.2M premiums
Participants
1,977
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.2M premiums / 862 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GROUP O 401(K) RETIREMENT PLAN
401(k)
Assets$49.8M
Participants1,159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
GROUP O, INC. CONTROLLED GROUP FLEX BEN PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$8.2M
Covered lives862
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GROUP O 401(K) RETIREMENT PLAN | 401(k) | $49.8M | 1,159 | 2025 |
- #001 · 401(k) · 20251,159
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | GROUP O, INC. CONTROLLED GROUP FLEX BEN PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $8.2M | 862 | 2025 |
- #502 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025862
Retirement plans
Health & Benefits plans