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  2. O'Connell Robertson, Inc.
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Filings through Oct 24, 2026.

O'Connell Robertson, Inc.

EIN 74-1733108-architecture & planning-Latest filing 2025
Plans
2
Retirement
1
$20.2M assets
Health & Benefits
1
$1.6M premiums
Participants
315
811 BARTON SPRINGS ROAD, SUITE 900 - AUSTIN, TX 78704512-478-7286oconnellrobertson.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401(k)-$20.2M - 178 part#501Fully insured-$1.6M - 275 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.6M premiums / 275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.6M
  • Health$1.5M
  • Life$95K
  • Short-term disability$95K
  • Long-term disability$95K
  • Other$95K
  • +1 more
Total $1.6M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST

401(k)

Assets$20.2M
Participants178
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON EMPLOYEE BENEFITS PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$1.6M
Covered lives275
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST401(k)$20.2M1782025
  • O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST$20.2M
    #001 · 401(k) · 2025178

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON EMPLOYEE BENEFITS PLANFully insuredBLUE CROSS BLUE SHIELD OF TEXAS$1.6M2752025
  • O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON EMPLOYEE BENEFITS PLAN$1.6M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF TEXAS · 2025275
Retirement plans
Health & Benefits plans

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