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  2. O Neil & Associates, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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O Neil & Associates, Inc.

EIN 31-0629068-Information-Latest filing 2025
Plans
3
Retirement
2
$24.6M assets
Health & Benefits
1
$162K premiums
Participants
628
495 BYERS ROAD - MIAMISBURG, OH 453423662937-865-0846
Plans on this EIN
3 filings
#001401(k)-$18.6M - 230 part#002ESOP-$6.0M - 223 part#502Mixed-$162K - 318 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $24.6M assets / 453 participants

Assets by plan

Share of aggregate retirement assets

  • SHARING AND Savings (#001)$18.6M
  • EMPLOYEE STOCK OWNERSHIP (#002)$6.0M
Total $24.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • TRANSAMERICA RETIREMENT SOLUTIONS$18.6M
  • (Not disclosed)$6.0M
Total $24.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#001)230
  • EMPLOYEE STOCK OWNERSHIP (#002)223
Total 453Select a row to open it

Benefits portfolio analytics

1 plan / $162K premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$94K
  • Life$94K
  • Long-term disability$94K
  • Other$94K
  • Dental$68K
Total $162K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

O'NEIL & ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN

401(k)

Assets$18.6M
Participants230
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

O'NEIL & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.0M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

HEALTH INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$162K
Covered lives318
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001O'NEIL & ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN401(k)$18.6M2302025
#002O'NEIL & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.0M2232025
  • O'NEIL & ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN$18.6M
    #001 · 401(k) · 2025230
  • O'NEIL & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$6.0M
    #002 · ESOP · 2025223

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502HEALTH INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$162K3182025
  • HEALTH INSURANCE PLAN$162K
    #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025318
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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