Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.2M
- Life$153K
- Other$107K
- Long-term disability$64K
- Vision$37K
Sponsor portfolio
R.J. O'BRIEN & ASSOCIATES LLC
EIN 56-2667517financial servicesLatest filing 2025
Plans
2
Retirement
1
$108.3M assets
Welfare
1
$6.6M premiums
Participants
755
222 S. RIVERSIDE PLAZA - CHICAGO, IL 60606312-373-5000rjomrt.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 625 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- RELIANCE STANDARD LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
94%top
- AON CONSULTING INC94%
- CUSTOM BENEFIT PROGRAMS INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
R J. O'BRIEN & ASSOCIATES, LLC PROFIT SHARING AND SAVINGS PLAN
401k
Assets$108.3M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
R.J. O'BRIEN & ASSOCIATES LLC CAFETERIA PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$6.6M
Covered lives625
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | R J. O'BRIEN & ASSOCIATES, LLC PROFIT SHARING AND SAVINGS PLAN | 401k | $108.3M | 471 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | R.J. O'BRIEN & ASSOCIATES LLC CAFETERIA PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $6.6M | 625 | 2025 |
Retirement plans
Welfare plans