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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.

Contracts brokered
4
Book size
$10k–100k
States
OH

Book profile

JAMES B. OSWALD COMPANY brokers 4 insured contracts for 2 employers covering 893 people, all in OH.

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 in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

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

Renewals by month
  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 COMPANYDecember
METEOR SEALING SYSTEM, LLCDOVER, OHAMERICAN UNITED LIFE INSURANCE COMPANYDecember
MEEDER ASSET MANAGEMENTDUBLIN, OHRELIANCE STANDARD LIFE INSURANCE COMPANYDecember
MEEDER ASSET MANAGEMENTDUBLIN, OHAMERICAN UNITED LIFE INSURANCE COMPANYDecember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A