Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.6M
- Short-term disability$1.5M
- Life$1.2M
- Long-term disability$1.2M
- Dental$915K
- Vision$915K
Sponsor portfolio
PKFOD MANAGEMENT COMPANY LLC
EIN 88-3930271Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
1
$335.6M assets
Welfare
2
$2.8M premiums
Participants
4,392
500 MAMARONECK AVENUE, SUITE 301 - HARRISON, NY 10528781-937-5328
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.8M premiums / 2,926 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA68%
- AETNA LIFE INSURANCE COMPANY32%
Broker market share
Schedule A broker compensation
50%top
- EDGEWOOD PARTNERS INSURANCE CENTER50%
- USI INSURANCE SERVICES LLC50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PKF O'CONNOR DAVIES 401(K) SAVINGS & RETIREMENT PLAN
401k
Assets$335.6M
Participants2,086
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
O'CONNOR DAVIES,LLP LIFE & DISABILITY INSURANCE PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives1,382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
O'CONNOR DAVIES, LLP HEALTH PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$915K
Covered lives1,544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PKF O'CONNOR DAVIES 401(K) SAVINGS & RETIREMENT PLAN | 401k | $335.6M | 2,086 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | O'CONNOR DAVIES,LLP LIFE & DISABILITY INSURANCE PLAN | Fully Insured | FIRST UNUM LIFE INSURANCE COMPANY | $1.9M | 1,382 | 2024 | |
| 502 | O'CONNOR DAVIES, LLP HEALTH PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $915K | 1,544 | 2024 |
Retirement plans
Welfare plans