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Benefits broker of record

OSAIC FA, INC.

OSAIC FA, INC. is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
8
Book size
$10k–100k
States

Clients on file

EmployerCarrierRenews
CO-AX TECHNOLOGYJOHN HANCOCK LIFE INSURANCE COMPANY (USA)December
CLACKAMAS COUNTY CHILDRENSTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYAugust
MAINSTREAM LIVING, INC.THE LINCOLN NATIONAL LIFE INSURANCE COMPANYJune
NORTHSTAR EMERGENCY SERVICES, INC. DBA NORCAL AMBULANCEVOYA RETIREMENT AND ANNUITY COMPANYDecember
UNIVERSITY OF DAYTONTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
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3 more plans 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