Form 5500 · Employee benefit plan · MIAMISBURG, OH
O'NEIL & ASSOCIATES, INC.
O'NEIL & ASSOCIATES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MORGAN STANLEY SMITH BARNEY HOLDING. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0629068 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | 236 | December | $1,512 |
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 MORGAN STANLEY SMITH BARNEY HOLDING.
What insurance carrier does O'NEIL & ASSOCIATES, INC. use?
O'NEIL & ASSOCIATES, INC.'s benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.
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.