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Form 5500 · Employee benefit plan · MIAMISBURG, OH

O'NEIL & ASSOCIATES, INC.

Public Form 5500 records show how O'NEIL & ASSOCIATES, INC. (MIAMISBURG, OH) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. 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 31-0629068 · plan 502 · as of Jul 2026

Participants
171
Carriers on file
2
Disclosed commissions
$14,405
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYVision, Life, Disability175December$11,541
METROPOLITAN LIFE INSURANCE COMPANYDental318December$2,864

Questions

Who is O'NEIL & ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, O'NEIL & ASSOCIATES, INC.'s broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does O'NEIL & ASSOCIATES, INC. use?

O'NEIL & ASSOCIATES, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does O'NEIL & ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for O'NEIL & ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from O'NEIL & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.