Benefits brokerage · 9 offices
JAMES B. OSWALD COMPANY
JAMES B. OSWALD COMPANY is named as the broker of record on 986 insurance contracts across its 9 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| CLEVELAND | OH | 962 |
| GROSSE POINTE | MI | 6 |
| No city on file | — | 4 |
| BLOOMFIELD FIELD HILLS | MI | 4 |
| COLUMBUS | OH | 4 |
| GROSSE POINTE WOODS | MI | 3 |
| BLOOMFIELD HILLS | MI | 2 |
| E CLEVELAND | OH | 2 |
| REYNOLDSBURG | OH | 1 |
Book profile
JAMES B. OSWALD COMPANY brokers 986 insured contracts for 379 employers, across 22 states, led by OH, MI, PA.
Life is the largest line (357 contracts), followed by disability (346), vision (256), dental (255).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (202, about 20%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, COMMUNITY INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 357 · disability 346 · vision 256 · dental 255 · health 237 · stop-loss 9
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| UNIVERSITY HOSPITALS HEALTH SYSTEM | SHAKER HEIGHTS, OH | CLEVELAND, OH | MEDMUTUAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| AMUNDI US, INC | BROOKLYN, OH | CLEVELAND, OH | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jul 1FY2025 |
| COMPREHENSIVE CARE SERVICES | PLYMOUTH, MI | CLEVELAND, OH | BLUE CROSS BLUE SHIELD OF MICHIGAN | Jan 1FY2024 |
| WINGSPAN CARE GROUP | SHAKER HEIGHTS, OH | CLEVELAND, OH | COMMUNITY INSURANCE COMPANY | Jul 1FY2025 |
| VICTORY CAPITAL MANAGEMENT, INC. | BROOKLYN, OH | CLEVELAND, OH | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
more employers in JAMES B. OSWALD COMPANY's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
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)