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Sponsor portfolio

O'RIELLY MOTOR COMPANY & AFFILIATES

EIN 86-0077638-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$379K premiums
Participants
387
6100 EAST BROADWAY - TUCSON, AZ 85711520-571-2202
Plans on this EIN
2 filings
#002401k-$12.9M - 211 part#501Fully Insured-$379K - 178 lives

Benefits portfolio analytics

1 plan / $379K premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$186K
  • Prescription drug$186K
  • Stop-loss$186K
  • Life$59K
  • Long-term disability$42K
  • Dental$41K
  • +3 more
Total $379K9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • BLUE CROSS OF CALIFORNIA49%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY37%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • EMPLOYERS DENTAL SERVICES4%
  • VISION SERVICE PLAN3%
Total $379K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $55K1 slice

Plan deep-dives

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

O'RIELLY MOTOR COMPANY & AFFILIATES EMPLOYEE INVESTMENT/SAVINGS PLAN

401k

Assets$12.9M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'RIELLY MOTOR COMPANY WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$379K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002O'RIELLY MOTOR COMPANY & AFFILIATES EMPLOYEE INVESTMENT/SAVINGS PLAN401k$12.9M2112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'RIELLY MOTOR COMPANY WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$379K1782025
Retirement plans
Welfare plans
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