Plan Ledger DOL Form 5500 · updated monthly

Union Home Mortgage Corp.benefits

Union Home Mortgage Corp. Medical Plan · STRONGSVILLE, OH · plan year 2025

Broker compensation reported · 2025
$367,196

Union Home Mortgage Corp.'s benefits plans covered 1,544 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $367,196 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $238 per covered person, above the median for employer plans that report broker pay. Broker pay rose 50% from $245,021 in 2024.

Insurance contracts · 20259
SUN LIFE ASSURANCE COMPANY OF CANADA · dentalpremiums n/a · 1,081 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 1,544 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,544 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 1,544 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 853 covered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltd ppopremiums n/a · 86 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 410 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 186 covered
Brokers & agents paid · 20256
THE JAMES B OSWALD COMPANY$111,675 · incl $40,351 fees
THE JAMES B. OSWALD CO.$168,490 · incl $28,517 fees
THE JAMES B. OSWALD COMPANY$29,394 · incl $3,227 fees
CENTRO BENEFITS RESEARCH LLC$42,064 · incl $42,064 fees
THE BALDWIN GROUP SOUTHWEST, LLC$13,381 · incl $9,216 fees
CENTRO BENEFITS RESEARCH, LLC$2,192 · incl $2,192 fees
Also brokered by The James B Oswald Company5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 341084436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.