James B Oswald Agency
Cleveland, OH
James B Oswald Agency of Cleveland, OH is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans, with $27,440 in reported broker commissions (plan year 2025).
Quick answer
James B Oswald Agency (Cleveland, OH) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James B Oswald Agency have?
- James B Oswald Agency is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors.
- Who are James B Oswald Agency's largest employer clients?
- By plan participants, the largest include Leonard Fountain Specialties (222 participants), Open Dealer Exchange, LLC (208 participants) and Grand Traverse Plastics Corporation (157 participants).
- How much does James B Oswald Agency earn in commissions?
- Insurers reported $27,440 in broker commissions and $35,366 in fees paid to James B Oswald Agency for plan year 2025, per Schedule A Part 1.
- Where is James B Oswald Agency located?
- James B Oswald Agency is based in Cleveland, OH.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming James B Oswald Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Leonard Fountain Specialties | MI | 222 | 2025-12-31 |
| Open Dealer Exchange, LLC | MI | 208 | 2024-12-31 |
| Grand Traverse Plastics Corporation | MI | 157 | 2025-08-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.