JAMES B. OSWALD COMPANYbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$7.7M

JAMES B. OSWALD COMPANY was paid $7,739,379 in commissions and fees across 126 employer benefit plans in 2024, as reported on Schedule A ($2,564,086 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 43 client planslost 27
won Ctl Engineering, Inc.
won Techmer Pm, LLC
won Sigma Technologies, LTD
won Nissen Chemitec America, Inc.
won Corporate One Federal Credit Union
won The Public Library of Youngstown & Mahoning County
lost Cast Nylons Co., LTD
lost Frontier Fire Protection, LLC
lost Bish's Rv Inc.
lost Mid-America Management Corp.
lost Al. Neyer Corporation
lost Neff Group Distributors, Inc.
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024126
The James B. Oswald Company OH$333,820
Avita Health System OH$313,659
Visual Edge Technology, Inc. OH$245,242
Tyto Athene, LLC VA$217,722
Comprehensive Care Services MI$215,558
DG3 North America NJ$195,572
Chn Housing Partners OH$191,443
Southwest Community Health System OH$187,896
College Now Greater Cleveland Inc. OH$184,349
Amg Vanadium LLC OH$173,548
Case Western Reserve University OH$154,974
Rite Rug Company, Inc. OH$130,895
Geis Construction, Inc. OH$126,067
Cosmax USA Corporation NJ$125,559
Casto Management Services, Inc. OH$120,589
Mid-West Forge Corporation OH$117,224
Energy Harbor OH$116,244
Welty Building Company LTD OH$112,113
Famous Enterprises, Inc. OH$110,468
The Public Library of Youngstown & Mahoning County OH$107,865
Pats Aircraft LLC DE$107,794
Nissen Chemitec America, Inc. OH$107,164
Turf Care Supply Corp OH$102,589
National Inventors Hall of Fame OH$100,784
N2Y LLC OH$97,866
Western Reserve Care Solutions OH$96,975
Tates Wholesale, LLC NY$96,451
Telhio Credit Union, Inc. OH$95,365
Baldwin Wallace University OH$95,033
Graftech International Holdings, Inc. OH$94,259
Media Source OH$92,709
Enerco Group, Inc. OH$91,795
The Smithers Group Inc OH$91,237
Schill Landscaping & Lawn Care Services OH$88,099
Rittal LLC OH$87,609
Tactical Cleaning Acquisition, LLC MO$85,074
Marsh, Berry, & Company, LLC OH$83,229
Maloney + Novotny LLC OH$80,429
Layerzero Power Systems, Inc. OH$79,597
Equity Resources, Inc OH$79,548
Clearstead Advisors, LLC OH$79,528
Myers Industries, Inc. OH$78,730
Strang Corporation OH$71,829
Medic Management Group, LLC OH$71,772
Firelands Technology Ventures, LLC OH$70,870
Kenneth's Hair Salons & Day Spas OH$69,767
Rose Companies OH$68,346
C&M Conveyor, Inc. IN$68,327
Anderson Dubose, Inc OH$66,991
Roof Management and Service Company WV$63,858
Garmat USA LLC CO$63,841
Meditology Services, LLC GA$63,411
Hudawn Corporate Services OH$61,000
Mars Electric Company OH$60,262
Ohio Machinery Co. OH$59,147
Geotechnical Consultants, Inc. OH$53,308
The Morning Consult LLC DC$50,381
Lukjan Metal Products, Inc. OH$48,614
Diversey Taski, Inc. SC$47,412
Lca Vision, Inc. OH$46,356
Gem Cw Holding, LLC OH$45,663
Fit Technologies, LLC OH$44,852
The A.I. Root Company OH$44,763
Tri-County Electric Service, Inc. OH$44,386
J & O Plastics OH$42,873
The Equity Engineering Group, Inc. OH$41,816
Javitch Block LLC OH$41,662
Green Circle Growers, Inc. OH$41,245
Union Home Mortgage Corp. OH$39,701
Ohio Historical Society OH$39,493
Encore Express, LTD. OH$39,127
Sigma Technologies, LTD OH$37,804
Geon Performance Solutions, LLC OH$36,958
Blue Loop Capital LLC OH$34,390
Paradigm Operating Co, LLC ME$33,972
Country Pure Foods, Inc. OH$30,186
Signet, LLC OH$25,640
Stakes Manufacturing LLC OH$24,927
Brewer Garrett Company OH$24,420
Signet, LLC OH$24,010
Interstate-McBee, LLC OH$23,111
The Citizens National Bank of Bluffton OH$22,595
Htv Industries, Inc. OH$22,400
Principle Business Enterprises, Inc. OH$21,119
Weltman, Weinberg & Reis Co, Lpa OH$21,104
Kitchen Cabinet Designers, LLC NC$19,325
Fresh Mark, Inc. OH$18,855
Ctl Engineering, Inc. OH$17,671
Hillcrest Egg and Cheese Company OH$17,574
The Hc Companies Inc. OH$16,957
Tom Richards Inc OH$16,809
Breakthrough Charter Schools OH$16,600
Nyman Turkish PC MI$15,983
Echo Health, Inc. OH$14,647
The Apex Paper Box Company & Subsidisaries OH$11,686
Wd Partners, Inc. OH$11,277
The M K Morse Company OH$9,543
Majestic Steel USA Inc. OH$8,422
University Liggett School MI$8,350
Cuyahoga Valley Christian Academy OH$8,302

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the JAMES B. OSWALD COMPANY brand.