Form 5500 · Employee benefit plan · WORTHINGTON, OH
KLINGBEIL CAPITAL MANAGEMENT, LTD.
KLINGBEIL CAPITAL MANAGEMENT, LTD. of WORTHINGTON, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3397989 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 191 | May | $11,168 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 143 | May | $9,290 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 31 | May | $5,595 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 138 | May | $4,575 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 22 | May | $4,205 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 52 | May | $3,073 |
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 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 6 disclosed carriers.
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.