Benefits broker of record · FORT WAYNE, IN
OSAIC FA, INC
OSAIC FA, INC of FORT WAYNE, IN is named as the broker of record on 43 insurance contracts in public Form 5500 Schedule A filings.
One of 9 offices of OSAIC FA INC.
43 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 43 insured contracts for 39 employers, across 14 states, led by OH, NY, VA.
The book is entirely life coverage.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (13, about 30%); PRINCIPAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY follow.
Renewals concentrate on August 1: 50% of the dated welfare contracts have policy years ending in July, 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.
Contracts by line.
life 1
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 |
|---|---|---|---|
| WILLKIE FARR & GALLAGHER LLP OMNIBUS WELFARE PLAN | NEW YORK, NY | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| SOUTHWEST METRICS, INC. DBA AMCO ENTERPRISES | FORT WORTH, TX | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| RON PFAFF ELECTRIC, INC. | MEDINA, OH | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| CALVERT HALL COLLEGE OF BALTIMORE CITY | BALTIMORE, MD | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| ADVANTAGE BEHAVIORAL HEALTH SERVICES II, LLC | LAUREL SPRINGS, NJ | PRINCIPAL 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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