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
Sponsor portfolio
O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON
EIN 74-1733108architecture & planningLatest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$1.6M premiums
Participants
303
811 BARTON SPRINGS ROAD, SUITE 900 - AUSTIN, TX 78704512-478-7286oconnellrobertson.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 275 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST
401k
Assets$16.2M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | O'CONNELL ROBERTSON, INC. 401(K) PLAN AND TRUST | 401k | $16.2M | 166 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF TEXAS | $1.6M | 275 | 2025 |
Retirement plans
Welfare plans