Original filing (PDF)20250321100158NAL0004299219001

O'CONNOR Insurance Group, LLC

Name: O'CONNOR Insurance Group, LLC — O'CONNOR Insurance, Form 5500 (2024)
Creator: O'CONNOR Insurance Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'CONNOR Insurance, LLC 401(k) Profit Sharing and Trust

401(k) retirement plan · O'CONNOR Insurance Group, LLC's O'CONNOR Insurance, LLC 401(k) Profit Sharing and Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph A. O'CONNOR III signed O'CONNOR Insurance Group, LLC's 2024 Form 5500 as plan administrator.

Joseph A. O'CONNOR III — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

O'CONNOR Insurance Group, LLC's EIN is 45-5414342.

EIN 45-5414342

Plan number 001

Plan year 2024

ACK ID 20250321100158NAL0004299219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'CONNOR Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'CONNOR Insurance Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'CONNOR INSURANCE GROUP, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score