PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. O'CONNOR COMPANY INC
Sponsor portfolioTH

O'CONNOR COMPANY INC

EIN 46-0332893-wholesale-Latest filing 2025
Plans
2
Retirement
1
$30.1M assets
Welfare
1
$1.8M premiums
Participants
317
4909 N LEWIS AVE - SIOUX FALLS, SD 571047113605-336-0333oconnorco.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filings
#003401k-$30.1M - 180 part#508Fully Insured-$1.8M - 121 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Life$112K
  • Dental$82K
  • Vision$82K
  • Short-term disability$82K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • AFLAC5%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
29%top
  • BOEN & ASSOCIATES INC29%
  • PAMELA J KREBER26%
  • GUENOT ENTERPRISES INC11%
  • MELISSA J BECK5%
  • AWS INC4%
  • +3 more
Total $15K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

O'CONNOR COMPANY 401(K) RETIREMENT PLAN

401k

Assets$30.1M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

O'CONNOR COMPANY FLEXIBLE BENEFITS PLAN

Fully Insured - WELLMARK OF SOUTH DAKOTA INC

Premiums$1.8M
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003O'CONNOR COMPANY 401(K) RETIREMENT PLAN401k$30.1M1802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508O'CONNOR COMPANY FLEXIBLE BENEFITS PLANFully InsuredWELLMARK OF SOUTH DAKOTA INC$1.8M1212025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica