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  2. O'TOOLE DISTRIBUTION, INC. DBA PELLA WINDOWS & DOORS
Sponsor portfolioTH

O'TOOLE DISTRIBUTION, INC. DBA PELLA WINDOWS & DOORS

EIN 54-0941128-Construction-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$791K premiums
Participants
234
2207 STATION ROAD - NORTH CHESTERFIELD, VA 232345132804-275-7809
Plans on this EIN
2 filings
#001401k-$7.5M - 126 part#501Fully Insured-$791K - 114 lives

Benefits portfolio analytics

1 plan / $791K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$716K
  • Dental$30K
  • Life$26K
  • Long-term disability$14K
  • Vision$5K
Total $791K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HEALTHCARE INSURANCE COMPANY91%
  • STANDARD INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $791K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEAHY CONSULTING SERVICES100%
Total $39K1 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

PELLA WINDOWS & DOORS 401(K) PLAN

401k

Assets$7.5M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'TOOLE DISTRIBUTION, INC DBA PELLA WINDOWS AND DOORS WRAP BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$791K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PELLA WINDOWS & DOORS 401(K) PLAN401k$7.5M1262025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'TOOLE DISTRIBUTION, INC DBA PELLA WINDOWS AND DOORS WRAP BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$791K1142025
Retirement plans
Welfare plans
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