Fundz
Fundz
Benefits Intelligence/Broker Directory/Illinois

Caroline R Oconnor

Chicago, IL

Caroline R Oconnor of Chicago, IL is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans, with $3,338 in reported broker commissions (plan year 2024).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$3,338
plan year 2024

Quick answer

Caroline R Oconnor (Chicago, IL) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Caroline R Oconnor have?
Caroline R Oconnor is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
Who are Caroline R Oconnor's largest employer clients?
By plan participants, the largest include Tri City Foods, Inc. (1,795 participants), Elevate Care, Inc. (1,155 participants) and The College Of American Pathologists (744 participants).
How much does Caroline R Oconnor earn in commissions?
Insurers reported $3,338 in broker commissions paid to Caroline R Oconnor for plan year 2024, per Schedule A Part 1.
Where is Caroline R Oconnor located?
Caroline R Oconnor is based in Chicago, IL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Caroline R Oconnor on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Tri City Foods, Inc.IL1,7952025-02-28
Elevate Care, Inc.IL1,1552025-07-31
The College Of American PathologistsIL7442024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Illinois

All brokers in Illinois →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.