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Form 5500 · Employee benefit plan · PHILADELPHIA, PA

MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.

MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SECURITIES AMERICA, INC. Coverage is written through NATIONWIDE LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
SECURITIES AMERICA, INC
Insurance carrier
NATIONWIDE LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2421281 · plan 001 · as of Jul 2026

Participants
241
Carriers on file
1
Disclosed commissions
$1,178
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
NATIONWIDE LIFE INSURANCE COMPANY—210December$1,178

Questions

Who is MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.'s benefits broker?

Per its most recent Form 5500 Schedule A, MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.'s broker of record is SECURITIES AMERICA, INC.

What insurance carrier does MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C. use?

MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.'s benefit plan is written through NATIONWIDE LIFE INSURANCE COMPANY.

When does MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.'s group plan renew?

The most recent Schedule A policy period for MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.