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Sponsor portfolioWelfare / HealthEIN 34-0434900

OATEY CO.

20600 EMERALD PARKWAY · CLEVELAND, OH 44135
8003219532
Plans filed
1
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
1,762
No prior year
Total participants
1,285
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$1.5M
OATEY CO. EMPLOYEE BENEFIT PLAN
Mixed1,762 covered·4 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$954K22.6%
Life$901K21.3%
Short-term disability$901K21.3%
Long-term disability$901K21.3%
Dental$574K13.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$901K58.9%111,248
DELTA DENTAL OF CALIFORNIA
EIN 310685339
D
$574K37.6%111,762
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$30K2.0%11133
CURALINC HEALTHCARE
EIN 331206383
Oth
$24K1.5%111,361

Broker overview

7 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLEVELAND, OHLINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$1K$26K$27K49.9%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOLINCOLN NATIONAL LIFE INSURANCE COMPANY$0$27K$27K49.9%1
USI INSURANCE SERVICES LLCCLEVELAND, OHUNUM LIFE INSURANCE COMPANY OF AMERICA$39$0$390.1%1
WILLIS TOWERS WATSON US LLCCLEVELAND, OHUNUM LIFE INSURANCE COMPANY OF AMERICA$21$0$210.0%1
CGI VOLUNTARY BENEFITS, INC.CLEVELAND HEIGHTS, OHUNUM LIFE INSURANCE COMPANY OF AMERICA$21$0$210.0%1
EILEEN J. BOLANDBAY VILLAGE, OHUNUM LIFE INSURANCE COMPANY OF AMERICA$14$0$140.0%1
THOMAS CHRISTOPHER SMITHNASHVILLE, TNUNUM LIFE INSURANCE COMPANY OF AMERICA$12$0$120.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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