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  2. SALAS O'BRIEN, INC.
Sponsor portfolioTH

SALAS O'BRIEN, INC.

EIN 95-2037468-design-Latest filing 2024
Plans
2
Retirement
1
$537.9M assets
Welfare
1
$21.7M premiums
Participants
5,381
8825 RESEARCH DRIVE - IRVINE, CA 92618949-753-1553salasobrien.comLinkedIn1001-5000 employeesdesign
Plans on this EIN
2 filings
#002401k-$537.9M - 3,290 part#501Mixed-$21.7M - 2,091 lives

Benefits portfolio analytics

1 plan / $21.7M premiums / 2,091 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$19.7M
  • Prescription drug$19.7M
  • Other$1.7M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • +1 more
Total $21.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $21.7M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $235K1 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 - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$21.7M
Covered lives2,091
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 PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$21.7M2,0912024
Retirement plans
Welfare plans
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