Benefits broker of record · CLEVELAND, OH
JAMES B. OSWALD COMPANY
JAMES B. OSWALD COMPANY of CLEVELAND, OH is named as the broker of record on 962 insurance contracts in public Form 5500 Schedule A filings.
One of 9 offices of JAMES B. OSWALD COMPANY.
962 contracts on file name JAMES B. OSWALD COMPANY as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
JAMES B. OSWALD COMPANY brokers 962 insured contracts for 373 employers, across 22 states, led by OH, MI, PA.
Life is the largest line (350 contracts), followed by disability (338), dental (249), vision (245).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (202, about 21%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, COMMUNITY INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 350 · disability 338 · dental 249 · vision 245 · health 234 · stop-loss 9
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| UNIVERSITY HOSPITALS HEALTH SYSTEM | SHAKER HEIGHTS, OH | MEDMUTUAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| AMUNDI US, INC | BROOKLYN, OH | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jul 1FY2025 |
| COMPREHENSIVE CARE SERVICES | PLYMOUTH, MI | BLUE CROSS BLUE SHIELD OF MICHIGAN | Jan 1FY2024 |
| WINGSPAN CARE GROUP | SHAKER HEIGHTS, OH | COMMUNITY INSURANCE COMPANY | Jul 1FY2025 |
| VICTORY CAPITAL MANAGEMENT, INC. | BROOKLYN, OH | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
more employers in JAMES B. OSWALD COMPANY's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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