form5500lookup

Form 5500 · Employee benefit plan · WOODMERE, OH

MARSH, BERRY, & COMPANY, LLC

MARSH, BERRY, & COMPANY, LLC of WOODMERE, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through COMMUNITY INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1190957 · plan 501 · as of Jul 2026

Participants
168
Carriers on file
3
Disclosed commissions
$76,913
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
COMMUNITY INSURANCE COMPANYHealth340December$40,640
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDental, Life210December$34,475
EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.Vision239December$1,798

Questions

Who is MARSH, BERRY, & COMPANY, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MARSH, BERRY, & COMPANY, LLC's broker of record is JAMES B. OSWALD COMPANY.

What insurance carrier does MARSH, BERRY, & COMPANY, LLC use?

MARSH, BERRY, & COMPANY, LLC's benefit plan is written through COMMUNITY INSURANCE COMPANY, among 3 disclosed carriers.

When does MARSH, BERRY, & COMPANY, LLC's group plan renew?

The most recent Schedule A policy period for MARSH, BERRY, & COMPANY, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MARSH, BERRY, & COMPANY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.