Form 5500 · Employee benefit plan · AUSTIN, TX
O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON
Public Form 5500 records show how O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON (AUSTIN, TX) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF TEXAS and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1733108 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TEXAS | Health, Dental | 213 | November | $84,147 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life, Disability | 275 | November | $14,425 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 96 | November | $1,389 |
Questions
Who is O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON's benefits broker?
Per its most recent Form 5500 Schedule A, O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON use?
O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON's benefit plan is written through BLUE CROSS BLUE SHIELD OF TEXAS, among 3 disclosed carriers.
When does O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON's group plan renew?
The most recent Schedule A policy period for O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from O'CONNELL ROBERTSON AND ASSOCIATES, INC. DBA O'CONNELL ROBERTSON's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.