Form 5500 · Employee benefit plan · WORTHINGTON, OH
KLINGBEIL CAPTIAL MANAGEMENT, LTD.
KLINGBEIL CAPTIAL 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 METROPOLITAN LIFE INSURANCE COMPANY. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3397989 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 313 | May | $16,137 |
Questions
Who is KLINGBEIL CAPTIAL MANAGEMENT, LTD.'s benefits broker?
Per its most recent Form 5500 Schedule A, KLINGBEIL CAPTIAL MANAGEMENT, LTD.'s broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does KLINGBEIL CAPTIAL MANAGEMENT, LTD. use?
KLINGBEIL CAPTIAL MANAGEMENT, LTD.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY.
When does KLINGBEIL CAPTIAL MANAGEMENT, LTD.'s group plan renew?
The most recent Schedule A policy period for KLINGBEIL CAPTIAL 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 CAPTIAL MANAGEMENT, LTD.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.