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Form 5500 · Employee benefit plan · WORTHINGTON, OH

KLINGBEIL CAPITAL MANAGEMENT, LTD.

KLINGBEIL CAPITAL MANAGEMENT, LTD.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through VISION SERVICE PLAN. The plan's most recent policy period ended in May.

Benefits broker of record
JAMES B. OSWALD COMPANY
Insurance carrier
VISION SERVICE PLAN
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3397989 · plan 503 · as of Jul 2026

Participants
129
Carriers on file
1
Disclosed commissions
$930
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VISION SERVICE PLANVision123May$930

Questions

Who is KLINGBEIL CAPITAL MANAGEMENT, LTD.'s benefits broker?

Per its most recent Form 5500 Schedule A, KLINGBEIL CAPITAL MANAGEMENT, LTD.'s broker of record is JAMES B. OSWALD COMPANY.

What insurance carrier does KLINGBEIL CAPITAL MANAGEMENT, LTD. use?

KLINGBEIL CAPITAL MANAGEMENT, LTD.'s benefit plan is written through VISION SERVICE PLAN.

When does KLINGBEIL CAPITAL MANAGEMENT, LTD.'s group plan renew?

The most recent Schedule A policy period for KLINGBEIL CAPITAL MANAGEMENT, LTD. ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KLINGBEIL CAPITAL MANAGEMENT, LTD.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.