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Form 5500 · Employee benefit plan · MANNASAS, VA

KLINGBEIL CAPITAL MANAGEMENT, LTD.

Public Form 5500 records show how KLINGBEIL CAPITAL MANAGEMENT, LTD. (MANNASAS, VA) structures its employee benefits. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through NATIONWIDE LIFE INSURANCE COMPANY. 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 94-3397989 · plan 001 · as of Jul 2026

Participants
307
Carriers on file
1
Disclosed commissions
$1,419
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
NATIONWIDE LIFE INSURANCE COMPANY242December$1,419

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 LPL FINANCIAL CORPORATION.

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

KLINGBEIL CAPITAL MANAGEMENT, LTD.'s benefit plan is written through NATIONWIDE LIFE INSURANCE COMPANY.

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

The most recent Schedule A policy period for KLINGBEIL CAPITAL MANAGEMENT, LTD. ended in December. 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.