JAMES B. OSWALD COMPANYbroker

Benefits brokerage · plan year 2024 · page 2

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
Ceco Environmental TX$8,207
Hsg LLC NC$7,715
Majestic Steel USA Inc. OH$7,041
Robin Industries, Inc. OH$6,996
Cincinnati Center City Development Corporation OH$6,952
Viceroy Hotel Management LLC TX$6,906
Western Reserve Mutual Casualty Company OH$5,344
Ask Chemicals, LLC OH$3,903
Hill International Trucks, LLC OH$3,500
Canterbury Capital, LLC OH$3,421
Amg Resources Corporation PA$3,078
Signet, LLC OH$2,398
Signet, LLC OH$2,216
Signet, LLC OH$1,962
Triboro Administrative Services, LLC NY$1,878
Signet, LLC OH$1,795
Signet, LLC OH$1,739
360 Health Services OH$1,281
Corporate One Federal Credit Union OH$1,212
Nsm Insurance Group PA$1,062
The Legal Aid Society of Cleveland OH$694
Jrgo, LLC MI$679
Momentive Technologies OH$485
Techmer Pm, LLC TN$424
Coleman Professional Services, Inc. OH$81
Merus Corporation OH$29

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