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Sponsor portfolio

O'NEILL MANAGEMENT, LLC

EIN 34-1882697-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$3.0M premiums
Participants
1,421
38642 CENTER RIDGE ROAD - NORTH RIDGEVILLE, OH 44039440-328-8144
Plans on this EIN
2 filings
#001401k-$18.1M - 1,072 part#501Mixed-$3.0M - 584 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.7M
  • Dental$134K
  • Long-term disability$69K
  • Short-term disability$56K
  • Life$10K
  • Other$10K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MEDICAL MUTUAL91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • MEDMUTUAL LIFE INSURANCE COMPANY2%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • GALLAGHER BENEFIT SERVICES, INC.75%
  • BARRETT BENEFITS GROUP13%
  • USI INSURANCE SERVICES LLC11%
Total $36K3 slices

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'NEILL HEALTHCARE 401(K) PLAN

401k

Assets$18.1M
Participants1,072
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'NEILL MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN

Mixed - MEDICAL MUTUAL

Premiums$3.0M
Covered lives584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001O'NEILL HEALTHCARE 401(K) PLAN401k$18.1M1,0722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'NEILL MANAGEMENT, LLC EMPLOYEE BENEFITS PLANMixedMEDICAL MUTUAL$3.0M5842024
Retirement plans
Welfare plans
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