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Sponsor portfolio

ROGERS O'BRIEN CONSTRUCTION, LTD

EIN 68-0588178-construction-Latest filing 2025
Plans
2
Retirement
1
$57.7M assets
Welfare
1
$850K premiums
Participants
1,201
1901 REGAL ROW - DALLAS, TX 752352309214-962-3000r-o.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$57.7M - 637 part#501Mixed-$850K - 1,177 lives

Benefits portfolio analytics

1 plan / $850K premiums / 1,177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$483K
  • Vision$470K
  • Life$470K
  • Long-term disability$470K
  • Dental$368K
Total $850K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY55%
  • BLUE CROSS OF CALIFORNIA43%
  • LEGALPLANS, USA1%
Total $850K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • MARSH & MCLENNAN AGENCY LLC71%
  • THE ULTIMATE SOFTWARE GROUP23%
  • FMLASOURCE INC6%
Total $112K3 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

ROGERS-O'BRIEN CONSTRUCTION COMPANY, LLC 401(K) PLAN

401k

Assets$57.7M
Participants637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROGERS OBRIEN CONSTRUCTION, LTD WELFARE HEALTH BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$850K
Covered lives1,177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROGERS-O'BRIEN CONSTRUCTION COMPANY, LLC 401(K) PLAN401k$57.7M6372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROGERS OBRIEN CONSTRUCTION, LTD WELFARE HEALTH BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$850K1,1772025
Retirement plans
Welfare plans
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