Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$13K
- Vision$13K
- Life$13K
- Short-term disability$13K
- Other$13K
Sponsor portfolio
OKEEFE, REINHARD & PAUL LLC
EIN 46-1636278Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$13K premiums
Participants
146
328 SOUTH JEFFERSON STREET,, SUITE 850 - CHICAGO, IL 60661312-870-9162
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13K premiums / 160 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
- BLUE CROSS OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
63%top
- THE HORTON GROUP63%
- CENTRO BENEFITS RESEARCH LLC37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OKRP RETIREMENT SAVINGS PLAN
401k
Assets$8.6M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
O'KEEFE, REINHARD & PAUL LLC WELFARE BENEFIT PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$13K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OKRP RETIREMENT SAVINGS PLAN | 401k | $8.6M | 146 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | O'KEEFE, REINHARD & PAUL LLC WELFARE BENEFIT PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $13K | 160 | 2024 |
Retirement plans
Welfare plans