Plan Ledger DOL Form 5500 · updated monthly

Clearstead Advisors, LLCbenefits

Clearstead Advisors, LLC Health and Welfare Plan · CLEVELAND, OH · plan year 2025

Broker compensation reported · 2025
$130,476

Clearstead Advisors, LLC's benefits plans covered 248 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $130,476 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $526 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 64% from $79,528 in 2024.

Insurance contracts · 20255
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drugpremiums n/a · 278 covered
VISION SERVICE PLAN · visionpremiums n/a · 191 covered
PRINCIPAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 315 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 207 covered
Brokers & agents paid · 20252
JAMES B. OSWALD COMPANY$122,517 · incl $4,914 fees
CENTRO BENEFITS RESEARCH, LLC$7,959 · incl $7,959 fees
Also brokered by James B. Oswald Company5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341597728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.