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Sponsor portfolioWelfare / HealthEIN 34-0714720

UNIVERSITY SCHOOL

20701 BRANTLEY ROAD · SHAKER HEIGHTS, OH 441221929
2169320400
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$150K
No prior year
Persons covered
218
No prior year
Total participants
224
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #507$150K
UNIVERSITY SCHOOL GROUP WELFARE PLAN
Mixed218 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$150K20.0%
Vision$150K20.0%
Life$150K20.0%
Long-term disability$150K20.0%
Other$150K20.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$150K100.0%11218

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLEVELAND, OHGUARDIAN$25K$7K$32K80.9%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN$8K$0$8K19.1%1

History & trajectory

10 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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