Plan Ledger DOL Form 5500 · updated monthly

Oatey Co.benefits

Oatey Co. Employee Benefit Plan · CLEVELAND, OH · plan year 2025

Broker compensation reported · 2025
$54,181

Oatey Co.'s benefits plans covered 1,241 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $574,397. Insurance brokers and agents were paid $54,181 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 9.4% of premiums. That is $44 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 3.4% from $56,076 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF OHIO · dental$574K · 1,762 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 133 covered
CURALINCpremiums n/a · 1,361 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,248 covered
Brokers & agents paid · 20257
CENTRO BENEFITS RESEARCH$27,018 · incl $27,018 fees
JAMES B. OSWALD COMPANY$25,667 · incl $25,667 fees
TAYLOR OSWALD, LLC$1,389
CGI VOLUNTARY BENEFITS, INC.$21
2 individual agents · names withheld$26

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Centro Benefits Research5
Ssi US Inc IL$42,184
Brightview, LLC OH$38,329

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 340434900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.