Plan Ledger DOL Form 5500 · updated monthly

Breakthrough Public Schoolsbenefits

Breakthrough Public Schools Health and Welfare Plan · CLEVELAND, OH · plan year 2025

Broker compensation reported · 2025
$61,036

Breakthrough Public Schools's benefits plan covered 335 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $61,036 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $182 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20257
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · dentalpremiums n/a · 291 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 459 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 457 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 446 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · visionpremiums n/a · 254 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 118 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · stop-losspremiums n/a · 295 covered
Brokers & agents paid · 20257
THE JAMES B. OSWALD COMPANY$9,896 · incl $5,997 fees
JAMES B. OSWALD COMPANY$7,172 · incl $3,766 fees
CENTRO BENEFITS RESEARCH LLC$12,451 · incl $12,451 fees
THE JAMES B. OSWALD CO.$3,295 · incl $1,237 fees
HENDERSON BROTHERS, INC.$11,089
CENTRO BENEFITS RESEARCH, LLC$1,220 · incl $1,220 fees
Also brokered by The James B Oswald Company5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 270362848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.