Plan Ledger DOL Form 5500 · updated monthly

The Legal Aid Society of Clevelandbenefits

The Legal Aid Society of Cleveland Health and Welfare Plan · CLEVELAND, OH · plan year 2025

Broker compensation reported · 2025
$60,881

The Legal Aid Society of Cleveland's benefits plans covered 136 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance brokers and agents were paid $60,881 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $448 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 21% from $77,469 in 2024.

Insurance contracts · 20255
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 175 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 136 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 52 covered
EYEMED VISION CARE · visionpremiums n/a · 118 covered
Brokers & agents paid · 20255
THE JAMES B. OSWALD COMPANY$54,223 · incl $2,728 fees
THE JAMES B. OSWALD$3,004 · incl $3,004 fees
CENTRO BENEFITS RESEARCH$2,246
CENTRO BENEFITS RESEARCH LLC$799 · incl $799 fees
Also brokered by The James B. Oswald Company5
Nexamotion Group OH$133,290
Rittal LLC OH$110,131

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 340866026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.