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  2. Roy O'Brien, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Roy O'Brien, Inc.

EIN 38-1241601-retail-Latest filing 2025
Plans
3
Retirement
2
$13.4M assets
Health & Benefits
1
$772K premiums
Participants
251
22201 E. NINE MILE ROAD - ST. CLAIR SHORES, MI 480800098586-776-7600LinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#002401(k)-$8.1M - 71 part#001401(k)-$5.2M - 81 part#501Fully insured-$772K - 99 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $13.4M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) PLAN 002 (#002)$8.1M
  • 401(K) PLAN 001 (#001)$5.2M
Total $13.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN 001 (#001)81
  • 401(K) PLAN 002 (#002)71
Total 152Select a row to open it

Benefits portfolio analytics

1 plan / $772K premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$685K
  • Prescription drug$685K
  • Dental$86K
  • Vision$86K
  • Life$86K
  • Short-term disability$86K
  • +2 more
Total $772K8 rows
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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#002

ROY O'BRIEN, INC. 401(K) PLAN 002

401(k)

Assets$8.1M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ROY O'BRIEN, INC. 401(K) PLAN 001

401(k)

Assets$5.2M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ROY O'BRIEN, INC. WELFARE BENEFIT PLAN

Fully insured - BLUE CARE NETWORK OF MICHIGAN

Premiums$772K
Covered lives99
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ROY O'BRIEN, INC. 401(K) PLAN 002401(k)$8.1M712025
#001ROY O'BRIEN, INC. 401(K) PLAN 001401(k)$5.2M812025
  • ROY O'BRIEN, INC. 401(K) PLAN 002$8.1M
    #002 · 401(k) · 202571
  • ROY O'BRIEN, INC. 401(K) PLAN 001$5.2M
    #001 · 401(k) · 202581

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ROY O'BRIEN, INC. WELFARE BENEFIT PLANFully insuredBLUE CARE NETWORK OF MICHIGAN$772K992024
  • ROY O'BRIEN, INC. WELFARE BENEFIT PLAN$772K
    #501 · Fully insured · BLUE CARE NETWORK OF MICHIGAN · 202499
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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