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  2. SALAS O'BRIEN, INC.
Sponsor portfolioTH

SALAS O'BRIEN, INC.

EIN 95-2037468-design-Latest filing 2025
Plans
2
Retirement
1
$537.9M assets
Welfare
1
$3.1M premiums
Participants
6,078
8825 RESEARCH DRIVE - IRVINE, CA 92618312-786-4310salasobrien.comLinkedIn1001-5000 employeesdesign
Plans on this EIN
2 filings
#002401k-$537.9M - 3,290 part#501Mixed-$3.1M - 2,788 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 2,788 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$1.6M
  • Short-term disability$1.6M
  • Long-term disability$1.6M
  • Health$982K
  • Prescription drug$982K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA53%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $178K1 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

SALAS O'BRIEN RETIREMENT PLAN

401k

Assets$537.9M
Participants3,290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SALAS O'BRIEN HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.1M
Covered lives2,788
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SALAS O'BRIEN RETIREMENT PLAN401k$537.9M3,2902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SALAS O'BRIEN HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$3.1M2,7882025
Retirement plans
Welfare plans
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