Sponsor portfolio

THE JAMES B. OSWALD COMPANY

EIN 34-0445620Latest filing 2025

Plans

Retirement

$212.0M assets

Welfare

$2.0M premiums

Participants

2,213

950 MAIN AVENUE, SUITE 1800 - CLEVELAND, OH 44113216-367-8787

Plans on this EIN

2 filings

#003401k-$212.0M - 1,402 part #501Mixed-$2.0M - 1,121 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.2M
Life$973K
Long-term disability$973K
Dental$596K
Vision$182K
Health$128K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

55%top

UNUM LIFE INSURANCE COMPANY OF AMERICA55%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA27%
CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
EYEMED VISION CARE6%
SUN LIFE ASSURANCE COMPANY OF CANADA1%
+2 more

Broker market share

Schedule A broker compensation

Split broker

76%top

THE JAMES B OSWALD COMPANY76%
CENTRO BENEFITS RESEARCH LLC18%
NSI INSURANCE GROUP LLC4%
PLANSOURCE BENEFIT ADMINISTRATION2%
CAPITAL PLANNERS LLC0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#003

THE UNISON RISK ADVISORS 401(K) PLAN AND TRUST

401k

Assets$212.0M

Participants1,402

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501