James B. Oswald Company
Cleveland, OH
James B. Oswald Company of Cleveland, OH is the broker of record on 325 Form 5500 Schedule A filings covering 214 employer benefit plans across 22 states, with $12,524,648 in reported broker commissions (plan year 2025).
Quick answer
James B. Oswald Company (Cleveland, OH) is the broker of record for 214 employer benefit plan sponsors on 325 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James B. Oswald Company have?
- James B. Oswald Company is named as broker on Form 5500 Schedule A filings for 214 distinct plan sponsors in 22 states.
- Who are James B. Oswald Company's largest employer clients?
- By plan participants, the largest include University Hospitals Health System (28,444 participants), Crosscountry Mortgage LLC (13,995 participants) and The Lincoln Electric Company (5,473 participants).
- How much does James B. Oswald Company earn in commissions?
- Insurers reported $12.5 million in broker commissions and $5.2 million in fees paid to James B. Oswald Company for plan year 2025, per Schedule A Part 1.
- Where is James B. Oswald Company located?
- James B. Oswald Company is based in Cleveland, OH and has employer clients in 22 states.
- How does James B. Oswald Company rank among benefits brokers in Ohio?
- James B. Oswald Company ranks #6 by employer clients among the 50 most active benefits brokers based in Ohio.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming 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 |
|---|---|---|---|
| University Hospitals Health System | OH | 28,444 | 2025-12-31 |
| Crosscountry Mortgage LLC | OH | 13,995 | 2025-12-31 |
| The Lincoln Electric Company | OH | 5,473 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Ohio
- Hylant Group, Inc.: 489 employer clients, $34,763,380 reported commissions (Toledo)
- Cbiz Benefits & Insurance Services: 419 employer clients, $25,583,207 reported commissions (Cincinnati)
- National Benefit Center: 416 employer clients, $6,485 reported commissions (Beachwood)
- The James B Oswald Company: 224 employer clients, $11,726,154 reported commissions (Cleveland)
- Mcgohan Brabender, Inc.: 218 employer clients, $13,156,997 reported commissions (Dayton)
- Hub Heartland LLC: 204 employer clients, $7,624,498 reported commissions (Cincinnati)
- Cbiz Benefits And Ins Services Inc.: 160 employer clients, $9,486,606 reported commissions (Cincinnati)
- Bene Re LLC: 152 employer clients, $87,968 reported commissions (Toledo)
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.