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Sponsor portfolioWelfare / HealthEIN 04-2669288
THE O'CONNELL COMPANIES, INC.
800 KELLY WAY · HOLYOKE, MA 01040
4135345667
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$3.8M
No prior year
Persons covered
409
No prior year
Total participants
261
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #503$4.4M
HEALTH PLAN FOR EMPLOYEES OF THE O'CONNELL COMPANIES, INC.
Mixed632 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Plan #505$3.8M
THE O'CONNELL COMPANIES, INC. EMPLOYEE BENEFITS PLAN
Mixed409 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$123K
GROUP LIFE INSURANCE PLAN FOR EMPLOYEES OF THE O'CONNELL COMPANIES, INC.
Fully insured204 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$110K
THE O'CONNELL COMPANIES, INC. GROUP LONG TERM DISABILITY INCOME PLAN
Fully insured203 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.7M | 31.7% | |
| Vision | $3.7M | 31.7% | |
| Prescription drug | $3.7M | 31.7% | |
| Life | $187K | 1.6% | |
| Long-term disability | $187K | 1.6% | |
| Other | $187K | 1.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxV | $3.7M | 95.1% | 1 | 1 | 409 |
EIN 360883760 | LLTDOth | $187K | 4.9% | 1 | 1 | 251 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CALIBER BENEFITS GROUP | BOSTON, MA | UNITEDHEALTHCARE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY | $75K | $0 | $75K | 68.1% | 1 |
| EBS INSURANCE BROKERS | NEWTON, MA | UNITEDHEALTHCARE INSURANCE COMPANY | $17K | $0 | $17K | 15.1% | 1 |
| PAUL ROONEY | NEWTON, MA | UNITEDHEALTHCARE INSURANCE COMPANY | $12K | $0 | $12K | 11.0% | 1 |
| IMA, INC. | NEWTON, MA | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 5.7% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan