Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$218K
- Vision$218K
- Life$218K
- Short-term disability$218K
- Long-term disability$218K
- Other$218K
Sponsor portfolio
PATRICK O'CONNOR & ASSOCIATES
EIN 76-0419951information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$218K premiums
Participants
378
2200 NORTH LOOP WEST, SUITE 200 - HOUSTON, TX 77018713-375-4345LinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $218K premiums / 164 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
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'CONNOR & ASSOCIATES EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST
401k
Assets$12.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PATRICK O'CONNOR & ASSOCIATES
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$218K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | O'CONNOR & ASSOCIATES EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | 401k | $12.1M | 200 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PATRICK O'CONNOR & ASSOCIATES | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $218K | 164 | 2025 |
Retirement plans
Welfare plans