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Sponsor portfolio

O'ROURKE BROS., INC.

EIN 42-1039137-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$18.9M assets
Welfare
1
$949K premiums
Participants
271
3885 ELMORE AVE STE 100 - DAVENPORT, IA 528072580563-823-3555
Plans on this EIN
2 filings
#001401k-$18.9M - 125 part#501Fully Insured-$949K - 146 lives

Benefits portfolio analytics

1 plan / $949K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$949K
  • Dental$949K
  • Vision$949K
  • Life$949K
  • Short-term disability$949K
  • Long-term disability$949K
  • +1 more
Total $949K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $949K1 slice

Broker market share

Schedule A broker compensation

Single broker
0%top
  • TRUENORTH COMPANIES LC0%
Total $01 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

O'ROURKE BROS., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.9M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'ROURKE BROS, INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$949K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001O'ROURKE BROS., INC. 401(K) PROFIT SHARING PLAN401k$18.9M1252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'ROURKE BROS, INC. HEALTH & WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$949K1462024
Retirement plans
Welfare plans
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