Plan Ledger DOL Form 5500 · updated monthly

O'Connell Robertson and Associates, Inc. dba O'Connell Robertsonbenefits

O'Connell Robertson and Associates, Inc. dba O'Connell Robertson Employee Benefits Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$102,658

O'Connell Robertson and Associates, Inc. dba O'Connell Robertson's benefits plans covered 135 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $102,658 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $760 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 2.5% from $100,173 in 2023.

Insurance contracts · 20243
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 96 covered
BLUE CROSS BLUE SHIELD OF TEXAS · health dentalpremiums n/a · 213 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 275 covered
Brokers & agents paid · 20242
MARSH & MCLENNAN AGENCY LLC$101,626 · incl $1,665 fees
MARSH & MCLENNAN$1,032 · incl $1,032 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 741733108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.