The James B Oswald Company
Cleveland, OH
The James B Oswald Company of Cleveland, OH is the broker of record on 356 Form 5500 Schedule A filings covering 224 employer benefit plans across 20 states, with $11,744,899 in reported broker commissions (plan year 2025).
Quick answer
The James B Oswald Company (Cleveland, OH) is the broker of record for 224 employer benefit plan sponsors on 356 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The James B Oswald Company have?
- The James B Oswald Company is named as broker on Form 5500 Schedule A filings for 224 distinct plan sponsors in 20 states.
- Who are The James B Oswald Company's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), University Hospitals Health System (28,444 participants) and Parker Hannifin Corporation (27,288 participants).
- How much does The James B Oswald Company earn in commissions?
- Insurers reported $11.7 million in broker commissions and $3.2 million in fees paid to The James B Oswald Company for plan year 2025, per Schedule A Part 1.
- Where is The James B Oswald Company located?
- The James B Oswald Company is based in Cleveland, OH and has employer clients in 20 states.
- How does The James B Oswald Company rank among benefits brokers in Ohio?
- The James B Oswald Company ranks #4 by employer clients among the 50 most active benefits brokers based in Ohio.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The James B Oswald Company 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 |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| University Hospitals Health System | OH | 28,444 | 2025-12-31 |
| Parker Hannifin Corporation | OH | 27,288 | 2025-06-30 |
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- James B. Oswald Company: 214 employer clients, $12,523,773 reported commissions (Cleveland)
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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.