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
AMERICAN HERITAGE LIFE INSURANCE COMPANYpremiums n/a · 53 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
Crosscountry Mortgage LLC OH$539,600
Avita Health System OH$306,338
The James B. Oswald Company OH$182,721
Pcc Airfoils, LLC OH$163,729
DG3 North America NJ$160,807
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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341597728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.