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Benefits broker of record · COLUMBUS, OH

JAMES B. OSWALD COMPANY

JAMES B. OSWALD COMPANY of COLUMBUS, OH is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

One of 9 offices of JAMES B. OSWALD COMPANY.

Contracts brokered
4
Book size
$10k–100k
Office state
OH

Book profile

JAMES B. OSWALD COMPANY brokers 4 insured contracts for 2 employers, all in Ohio.

Life is the largest line (2 contracts), followed by disability (2), health (1), dental (1).

AMERICAN UNITED LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); COMMUNITY INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 2 · disability 2 · health 1 · dental 1 · vision 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
MEEDER ASSET MANAGEMENTDUBLIN, OHCOMMUNITY INSURANCE COMPANYJan 1FY2025
METEOR SEALING SYSTEM, LLCDOVER, OHAMERICAN UNITED LIFE INSURANCE COMPANYJan 1FY2024
MEEDER ASSET MANAGEMENTDUBLIN, OHRELIANCE STANDARD LIFE INSURANCE COMPANYJan 1FY2025
MEEDER ASSET MANAGEMENTDUBLIN, OHAMERICAN UNITED LIFE INSURANCE COMPANYJan 1FY2025

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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