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Sponsor portfolioTH

OSI RESTAURANT PARTNERS, LLC

EIN 59-3061413-Accommodation and Food Services-Latest filing 2025
Plans
2
Retirement
1
$224.1M assets
Welfare
1
$3.2M premiums
Participants
20,906
2202 NORTH WEST SHORE BLVD., SUITE 500 - TAMPA, FL 33607813-282-1225
Plans on this EIN
2 filings
#002401k-$224.1M - 6,259 part#501Fully Insured-$3.2M - 14,625 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 14,625 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.0M
  • Life$2.7M
  • Short-term disability$2.7M
  • Long-term disability$2.7M
  • Dental$248K
  • Health$114K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA83%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • MAGELLAN HEALTHCARE3%
Total $3.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • USI INSURANCE SERVICES LLC75%
  • MERCER HEALTH AND BENEFITS, LLC14%
  • WILLIS TOWERS WATSON US LLC11%
Total $31K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OSI RESTAURANT PARTNERS, LLC SALARIED EMPLOYEES 401(K) PLAN AND TRUST

401k

Assets$224.1M
Participants6,259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OSI RESTAURANT PARTNERS, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.2M
Covered lives14,625
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OSI RESTAURANT PARTNERS, LLC SALARIED EMPLOYEES 401(K) PLAN AND TRUST401k$224.1M6,2592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OSI RESTAURANT PARTNERS, LLC EMPLOYEE BENEFIT PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$3.2M14,6252024
Retirement plans
Welfare plans
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