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Form 5500 · Employee benefit plan · HOLYOKE, MA

THE O'CONNELL COMPANIES, INC.

THE O'CONNELL COMPANIES, INC. of HOLYOKE, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CALIBER BENEFITS GROUP. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. 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 04-2669288 · plan 505 · as of Jul 2026

Participants
215
Carriers on file
2
Disclosed commissions
$110,749
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Vision409December$100,819
RELIANCE STANDARD LIFE INSURANCE COMPANYLife, Disability251December$9,930

Questions

Who is THE O'CONNELL COMPANIES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, THE O'CONNELL COMPANIES, INC.'s broker of record is CALIBER BENEFITS GROUP.

What insurance carrier does THE O'CONNELL COMPANIES, INC. use?

THE O'CONNELL COMPANIES, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does THE O'CONNELL COMPANIES, INC.'s group plan renew?

The most recent Schedule A policy period for THE O'CONNELL COMPANIES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE O'CONNELL COMPANIES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.