Benefits broker of record · SCOTTSDALE, AZ
OSAIC FA INC
OSAIC FA INC of SCOTTSDALE, AZ is named as the broker of record on 176 insurance contracts in public Form 5500 Schedule A filings.
One of 9 offices of OSAIC FA INC.
176 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 176 insured contracts for 148 employers, across 37 states, led by CA, MD, VA.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (175, about 99%); LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK follow.
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 |
|---|---|---|---|
| THE EXCHANGE BANK OF ALABAMA | ALTOONA, AL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| FOUR COUNTY COMPREHENSIVE MENTAL HEALTH CENTER, INC. | PERU, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| THE ARC NORTHERN CHESAPEAKE REGION, INC. | ABERDEEN, MD | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| EL CAMINO HOSPITAL | MT. VIEW, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SUTTER HEALTH | SACRAMENTO, CA | 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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