Original filing (PDF)20250321100158NAL0004299219001

O'CONNOR INSURANCE GROUP, LLC

Name: O'CONNOR INSURANCE GROUP, LLC — O'CONNOR INSURANCE, LLC 401(K) PROFIT SHARING AND TRUST, Form 5500 (2024)
Creator: O'CONNOR INSURANCE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

O'CONNOR INSURANCE, LLC 401(K) PROFIT SHARING AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for O'CONNOR INSURANCE GROUP, LLC.

Plan sponsor

Name

O'CONNOR INSURANCE GROUP, LLC

EIN

45-5414342

Address

2450 SEVERN AVE SUITE 208 · METAIRIE, LA · 70001

Phone

(504) 262-8900

Industry

Finance & Insurancesee 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

2025-03-21

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

OPENMEDICARE LLC

AMBRIDGE US SERVICES COMPANY, INC

AMBRIDGE US SERVICES COMPANY, INC 401(K) PLAN

HECTOR DOMINGUEZ INSURANCE AGENCY INC

HECTOR DOMINGUEZ INSURANCE AGENCY INC 401(K) PLAN

PREFERREDONE ADMINISTRATIVE SERVICES, INC.

PREFERREDONE ADMINISTRATIVE SERVICES, INC. PROFIT SHARING AND SAVINGS PLAN

ELEMENT AGENCY

ELEMENT AGENCY MEDOVA LIFESTYLE HEALTH PLAN