THE JAMES B OSWALD COMPANYbroker

Benefits brokerage · plan year 2024 · page 2

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
won Welser Profile North America, LLC
won Specialty Metals Hold Co dba the Lawton Standard Co
won Educational Resources, Inc. dba the Miami Valley School
won National Composites, LLC
won Kirchhoff Van-Rob US Operations
won Pcc Airfoils, LLC
lost New Avenues to Independence, Inc.
lost Awl Transport Inc.
lost Bish's Rv Inc.
lost Stratford Academy, Inc.
lost Cincinnati Center City Development Corporation
lost Rable Machine 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 · 2024110
Specialty Metals Hold Co dba the Lawton Standard Co WI$822
Bell Flavors & Fragrances, Inc. IL$792
Mta Investments, Inc. OH$613
Thomas Steel Strip Corp. OH$447
Merus Corporation OH$337
Joint Bot Cleveland Bakers and Teamsters H & W Fund OH$332
Team Technologies, Inc. TN$331
Bird Technologies Group Inc. OH$306
Specialty Metals Hold Co dba the Lawton Standard Co WI-$20
Debartolo Holdings, LLC FL-$12,271

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.