Plan Ledger DOL Form 5500 · updated monthly

THE JAMES B OSWALD COMPANYbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$3.9M

THE JAMES B OSWALD COMPANY was paid $3,941,590 in commissions and fees across 110 employer benefit plans in 2024, as reported on Schedule A ($902,657 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 37 client planslost 45

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 · 2024110
Arhaus, LLC OH$382,705
Intigral, Inc. OH$109,075
Jenne, Inc. OH$96,561
Amundi US, Inc OH$55,567
Jobsohio OH$35,401
Westfield Bank OH$27,185
Codonics Inc. OH$27,052
Rev.Io GA$19,166
Laurel School OH$14,142
Stahls' Inc. MI$8,872
Hawken School OH$2,574
Hawken School OH$1,440

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