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Form 5500 · Employee benefit plan · COLUMBUS, OH

OHIO HISTORICAL SOCIETY

Public Form 5500 records show how OHIO HISTORICAL SOCIETY (COLUMBUS, OH) structures its employee benefits. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-4389673 · plan 505 · as of Jul 2026

Participants
261
Carriers on file
3
Disclosed commissions
$34,999
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability291June$18,924
DELTA DENTAL OF OHIODental306June$13,933
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision294June$2,142

Questions

Who is OHIO HISTORICAL SOCIETY's benefits broker?

Per its most recent Form 5500 Schedule A, OHIO HISTORICAL SOCIETY's broker of record is JAMES B. OSWALD COMPANY.

What insurance carrier does OHIO HISTORICAL SOCIETY use?

OHIO HISTORICAL SOCIETY's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does OHIO HISTORICAL SOCIETY's group plan renew?

The most recent Schedule A policy period for OHIO HISTORICAL SOCIETY ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OHIO HISTORICAL SOCIETY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.