Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Stop-loss$5.2M
- Life$427K
- Short-term disability$427K
- Long-term disability$427K
- Other$427K
- +2 more
Sponsor portfolio
GROUP O, INC.
EIN 36-3823680management consultingLatest filing 2024
Plans
2
Retirement
1
$45.2M assets
Welfare
1
$5.9M premiums
Participants
1,746
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.9M premiums / 754 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- DEARBORN LIFE INSURANCE COMPANY7%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- LB BENEFITS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GROUP O 401(K) RETIREMENT PLAN
401k
Assets$45.2M
Participants1,021
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GROUP O, INC. CONTROLLED GROUP FLEX BEN PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$5.9M
Covered lives754
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GROUP O 401(K) RETIREMENT PLAN | 401k | $45.2M | 1,021 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GROUP O, INC. CONTROLLED GROUP FLEX BEN PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $5.9M | 754 | 2024 |
Retirement plans
Welfare plans