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  2. O'NEIL & ASSOCIATES, INC.
Sponsor portfolioTH

O'NEIL & ASSOCIATES, INC.

EIN 31-0629068-Latest filing 2025
Plans
3
Retirement
2
$22.8M assets
Welfare
1
$162K premiums
Participants
653
495 BYERS ROAD - MIAMISBURG, OH 45342937-865-0800
Plans on this EIN
3 filings
#001401k-$17.4M - 243 part#002ESOP-$5.4M - 235 part#502Mixed-$162K - 318 lives

Retirement portfolio analytics

2 plans aggregated / $22.8M assets / 478 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • SHARING AND Savings (#001)76%
  • EMPLOYEE STOCK OWNERSHIP (#002)24%
Total $22.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • TRANSAMERICA RETIREMENT SOLUTIONS76%
  • (Not disclosed)24%
Total $22.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND Savings (#001)243
  • EMPLOYEE STOCK OWNERSHIP (#002)235
Total 478Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • METROPOLITAN LIFE INSURANCE COMPANY42%
Total $162K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $22K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

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

401k

Assets$17.4M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

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

ESOP

Assets$5.4M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEALTH INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$162K
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001O'NEIL & ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN401k$17.4M2432024
002O'NEIL & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.4M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEALTH INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$162K3182025
Retirement plans
Welfare plans
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