Form 5500 · Employee benefit plan · CLEVELAND, OH
THE JAMES B. OSWALD COMPANY
Public Form 5500 records show how THE JAMES B. OSWALD COMPANY (CLEVELAND, OH) structures its employee benefits. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0445620 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,003 | December | $90,495 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 661 | December | $41,897 |
| UNUM INSURANCE COMPANY | — | 211 | December | $15,823 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 29 | December | $14,814 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 121 | December | $5,785 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 37 | December | $3,113 |
| METLIFE LEGAL PLANS | — | 88 | December | $2,660 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA. | — | 788 | December | $0 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,121 | December | $0 |
Questions
Who is THE JAMES B. OSWALD COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, THE JAMES B. OSWALD COMPANY's broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does THE JAMES B. OSWALD COMPANY use?
THE JAMES B. OSWALD COMPANY's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 9 disclosed carriers.
When does THE JAMES B. OSWALD COMPANY's group plan renew?
The most recent Schedule A policy period for THE JAMES B. OSWALD COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE JAMES B. OSWALD COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.