How many employer clients does Oswald Companies have?

Oswald Companies is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.

Who are Oswald Companies's largest employer clients?

By plan participants, the largest include University Hospitals Health System (28,444 participants), Victory Capital Management, Inc. (1,231 participants) and Dickinson Wright Pllc Master Welfare Ben (893 participants).

How much does Oswald Companies earn in commissions?

Insurers reported $246,826 in broker commissions and $4,479 in fees paid to Oswald Companies for plan year 2025, per Schedule A Part 1.

Where is Oswald Companies located?

Oswald Companies is based in Cleveland, OH and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Ohio

Oswald Companies

Cleveland, OH

Oswald Companies of Cleveland, OH is the broker of record on 12 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $246,826 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$246,826

plan year 2025

Reported fees

$4,479

Quick answer

Oswald Companies (Cleveland, OH) is the broker of record for 10 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Oswald Companies have?: Oswald Companies is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
Who are Oswald Companies's largest employer clients?: By plan participants, the largest include University Hospitals Health System (28,444 participants), Victory Capital Management, Inc. (1,231 participants) and Dickinson Wright Pllc Master Welfare Ben (893 participants).
How much does Oswald Companies earn in commissions?: Insurers reported $246,826 in broker commissions and $4,479 in fees paid to Oswald Companies for plan year 2025, per Schedule A Part 1.
Where is Oswald Companies located?: Oswald Companies is based in Cleveland, OH and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Oswald Companies 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
Victory Capital Management, Inc.	OH	1,231	2024-12-31
Dickinson Wright Pllc Master Welfare Ben	MI	893	2025-12-31

7 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.