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Form 5500 · Employee benefit plan · HOUSTON, TX

PATRICK O'CONNOR & ASSOCIATES

PATRICK O'CONNOR & ASSOCIATES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 76-0419951 · plan 502 · as of Jul 2026

Participants
173
Carriers on file
1
Disclosed commissions
$24,971
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability164December$24,971

Questions

Who is PATRICK O'CONNOR & ASSOCIATES's benefits broker?

Per its most recent Form 5500 Schedule A, PATRICK O'CONNOR & ASSOCIATES's broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does PATRICK O'CONNOR & ASSOCIATES use?

PATRICK O'CONNOR & ASSOCIATES's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.

When does PATRICK O'CONNOR & ASSOCIATES's group plan renew?

The most recent Schedule A policy period for PATRICK O'CONNOR & ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PATRICK O'CONNOR & ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.