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Sponsor portfolioTH

O'NEIL INDUSTRIES, INC.

EIN 36-3156703-Latest filing 2025
Plans
3
Retirement
2
$163.9M assets
Welfare
1
$6.4M premiums
Participants
1,737
1245 WEST WASHINGTON BLVD. - CHICAGO, IL 60607773-755-1611
Plans on this EIN
3 filings
#001401k-$96.8M - 701 part#002ESOP-$67.1M - 555 part#501Fully Insured-$6.4M - 550 lives

Retirement portfolio analytics

2 plans aggregated / $163.9M assets / 1,256 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • INC. INCENTIVE Savings (#001)59%
  • EMPLOYEE STOCK OWNERSHIP (#002)41%
Total $163.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. INCENTIVE Savings (#001)701
  • EMPLOYEE STOCK OWNERSHIP (#002)555
Total 1,256Click row to drill in

Benefits portfolio analytics

1 plan / $6.4M premiums / 550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Dental$6.1M
  • Vision$6.1M
  • Life$275K
  • Short-term disability$275K
  • Long-term disability$275K
  • +1 more
Total $6.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
Total $6.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AON CONSULTING INC100%
  • IMG0%
Total $254K2 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'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN

401k

Assets$96.8M
Participants701
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$67.1M
Participants555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'NEIL INDUSTRIES, INC WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$6.4M
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001O'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN401k$96.8M7012024
002O'NEIL INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$67.1M5552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'NEIL INDUSTRIES, INC WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6.4M5502025
Retirement plans
Welfare plans
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