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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $954K | 22.6% | |
| Life | $901K | 21.3% | |
| Short-term disability | $901K | 21.3% | |
| Long-term disability | $901K | 21.3% | |
| Dental | $574K | 13.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $901K | 58.9% | 1 | 1 | 1,248 |
EIN 310685339 | D | $574K | 37.6% | 1 | 1 | 1,762 |
EIN 010278678 | Oth | $30K | 2.0% | 1 | 1 | 133 |
EIN 331206383 | Oth | $24K | 1.5% | 1 | 1 | 1,361 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | $26K | $27K | 49.9% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $27K | $27K | 49.9% | 1 |
| USI INSURANCE SERVICES LLC | CLEVELAND, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA | $39 | $0 | $39 | 0.1% | 1 |
| WILLIS TOWERS WATSON US LLC | CLEVELAND, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA | $21 | $0 | $21 | 0.0% | 1 |
| CGI VOLUNTARY BENEFITS, INC. | CLEVELAND HEIGHTS, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA | $21 | $0 | $21 | 0.0% | 1 |
| EILEEN J. BOLAND | BAY VILLAGE, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA | $14 | $0 | $14 | 0.0% | 1 |
| THOMAS CHRISTOPHER SMITH | NASHVILLE, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12 | $0 | $12 | 0.0% | 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