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The Unison Risk Advisors 401(k) Plan and Trust
James B. Oswald Company, Cleveland OH. Employer ID 340445620, plan number 003. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2022: money from Riggs, Counselman, Michaels & Downes, Inc. Thrift and Profit Sharing Plan and Trust moved in.
- 2025: money from Enders 401(k) Plan moved in.
- Filed 2009-2024The Unison Risk Advisors 401(k) Plan and Trust, James B. Oswald Company
- TodayThe Unison Risk Advisors 401(k) Plan and Trust still files. Voya Retirement Insurance & Annuity keeps the records. That is where to ask.
Records are kept by Voya Retirement Insurance & Annuity, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 320 | 48 | Filing |
| 2014 | 343 | 53 | Filing |
| 2015 | 363 | 53 | Filing |
| 2016 | 409 | 53 | Filing |
| 2017 | 435 | 78 | Filing |
| 2018 | 451 | 81 | Filing |
| 2019 | 463 | 71 | Filing |
| 2020 | 487 | 120 | Filing |
| 2021 | 554 | 166 | Filing |
| 2022 | 900 | 269 | Filing |
| 2023 | 1,063 | 301 | Filing |
| 2024 | 1,402 | 364 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.