· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OBRIEN INSURANCE AGENCY LLC — OBRIEN INSURANCE AGENCY LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731163344NAL0007413232001
OBRIEN INSURANCE AGENCY LLC
Form 5500-SF
FILING_RECEIVED
OBRIEN INSURANCE AGENCY LLC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
13
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OBRIEN INSURANCE AGENCY LLC
.
Find decision makers
Plan sponsor
Name
OBRIEN INSURANCE AGENCY LLC
EIN
06-1604359
Address
108 KENT ROAD · NEW MILFORD, CT · 06776
Phone
(860) 350-5505
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CORAMAE, INC.
CORAMAE, INC. 401(K) PLAN
$2.1M · 14 participants
OXFORD-MILLIN INSURANCE AGENCY, LTD.
OXFORD-MILLIN INSURANCE AGENCY, LTD. 401 (K) PROFIT SHARING PLAN
$2.1M · 25 participants
ALTIERY GINGERICH INSURANCE AGENCY, LLC
ALTIERY GINGERICH INSURANCE AGENCY, LLC 401(K) PLAN
$2.1M · 22 participants
FAIRMONT INSURANCE BROKERS LLC
FAIRMONT INSURANCE BROKERS 401(K) PLAN
$2.1M · 97 participants
PURMORT & MARTIN INSURANCE AGENC
PURMORT & MARTIN INSURANCE AGENCY 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.1M · 26 participants
GREENWOOD INSURANCE GROUP, INC.
GREENWOOD INSURANCE 401(K) PLAN
$2.1M · 15 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
