Benefits broker of record
OSAIC FA INC
OSAIC FA INC is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.
One of 9 offices of OSAIC FA INC.
10 contracts on file name OSAIC FA INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
OSAIC FA INC brokers 10 insured contracts for 10 employers, across 9 states, led by OH, AL, CA.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 70%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CLACKAMAS COUNTY CHILDRENS | MILWAUKIE, OR | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| NORTHSTAR EMERGENCY SERVICES, INC. DBA NORCAL AMBULANCE | DUBLIN, CA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | Jan 1FY2024 |
| MAINSTREAM LIVING, INC. | AMES, IA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| B & K TRANSPORTATION, INC. | OAK CREEK, WI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| BUY-LO QUALITY FOOD STORES, INC. | BIRMINGHAM, AL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in OSAIC FA INC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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