How many employer clients does Taylor Oswald LLC have?

Taylor Oswald LLC is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors.

Who are Taylor Oswald LLC's largest employer clients?

By plan participants, the largest include Oatey Co. (1,241 participants), Cavaliers Holding LLC (606 participants) and Cleveland Guardians Baseball Co., LLC. (431 participants).

How much does Taylor Oswald LLC earn in commissions?

Insurers reported $579,665 in broker commissions and $292,175 in fees paid to Taylor Oswald LLC for plan year 2025, per Schedule A Part 1.

Where is Taylor Oswald LLC located?

Taylor Oswald LLC is based in Cleveland, OH.

Benefits Intelligence/Broker Directory/Ohio

Taylor Oswald LLC

Cleveland, OH

Taylor Oswald LLC of Cleveland, OH is the broker of record on 18 Form 5500 Schedule A filings covering 12 employer benefit plans, with $579,665 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$579,665

plan year 2025

Reported fees

$292,175

Quick answer

Taylor Oswald LLC (Cleveland, OH) is the broker of record for 12 employer benefit plan sponsors on 18 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Taylor Oswald LLC have?: Taylor Oswald LLC is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors.
Who are Taylor Oswald LLC's largest employer clients?: By plan participants, the largest include Oatey Co. (1,241 participants), Cavaliers Holding LLC (606 participants) and Cleveland Guardians Baseball Co., LLC. (431 participants).
How much does Taylor Oswald LLC earn in commissions?: Insurers reported $579,665 in broker commissions and $292,175 in fees paid to Taylor Oswald LLC for plan year 2025, per Schedule A Part 1.
Where is Taylor Oswald LLC located?: Taylor Oswald LLC is based in Cleveland, OH.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Taylor Oswald LLC 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
Oatey Co.	OH	1,241	2025-12-31
Cavaliers Holding LLC	OH	606	2025-12-31
Cleveland Guardians Baseball Co., LLC.	OH	431	2025-12-31

9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.