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Sponsor portfolioWelfare / HealthEIN 56-2667517

R.J. O'BRIEN & ASSOCIATES LLC

222 S. RIVERSIDE PLAZA · CHICAGO, IL 60606
3123735000
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$6.6M
No prior year
Persons covered
625
No prior year
Total participants
284
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.6M
R.J. O'BRIEN & ASSOCIATES LLC CAFETERIA PLAN
Mixed625 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.2M94.5%
Life$153K2.3%
Other$107K1.6%
Long-term disability$64K1.0%
Vision$37K0.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$6.2M94.9%11625
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$299K4.5%17315
VISION SERVICE PLAN
EIN 200891619
V
$37K0.6%11249

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF ILLINOIS, VISION SERVICE PLAN$147K$3K$150K93.6%1
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJRELIANCE STANDARD LIFE INSURANCE COMPANY$8K$3K$10K6.4%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
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