Plan Ledger DOL Form 5500 · updated monthly

Case Western Reserve Universitybenefits

Travel Insurance Plan · CLEVELAND, OH · plan year 2024

Broker compensation reported · 2024
$154,974

Case Western Reserve University's benefits plans covered 5,000 active participants in 2024, providing life. Insurance premiums totaled $41,085,144. Insurance brokers and agents were paid $154,974 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 0.4% of premiums. That is $31 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 7.2% from $144,608 in 2023.

Insurance contracts · 20248
MEDICAL MUTUAL OF OHIO · health drug hmo ppo$30.7M · 3,491 covered
MEDIMPACT HEALTHCARE SYSTEMS, INC. · drug$8.1M · 3,125 covered
SUPERIOR DENTAL CARE INC · dental$1.6M · 3,018 covered
VISION SERVICE PLAN · vision$430K · 2,640 covered
CASE SCHOOL OF DENTAL MEDICINE · dental$192K · 453 covered
ACE AMERICAN INSURANCE COMPANY · life$36K · 5,000 covered
MEDICAL MUTUAL OF OHIO · health ppopremiums n/a
MEDMUTUAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 4,504 covered
Brokers & agents paid · 20241
JAMES B. OSWALD COMPANY$154,974 · incl $96,859 fees
Also brokered by James B. Oswald Company5
Tyto Athene, LLC VA$217,722

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 341018992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.