How big is OMLI, LLC's plan?

OMLI, LLC's plan reported $2.0M in assets and 9 participants for 2024.

Original filing (PDF)20250929150251NAL0027080802001

OMLI, LLC

Name: OMLI, LLC — OMLI, LLC Cash Balance Plan & Trust, Form 5500 (2024)
Creator: OMLI, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OMLI, LLC Cash Balance Plan & Trust

Defined-benefit pension plan · OMLI, LLC's OMLI, LLC Cash Balance Plan & Trust held $2.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Christopher Jones signed OMLI, LLC's 2024 Form 5500 as plan administrator.

Christopher Jones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OMLI, LLC's EIN is 83-4515496.

EIN 83-4515496

Plan number 002

Plan year 2024

ACK ID 20250929150251NAL0027080802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OMLI, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OMLI, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OMLI, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

OMLI, LLC

EIN

all filings

Address

6900 JERICHO TURNPIKE · SUITE 103E · SYOSSET, NY · 11791

Phone

(860) 604-3337

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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