Benefits broker of record
OSAIC FS INC
OSAIC FS INC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of OSAIC FS INC..
Book profile
OSAIC FS INC brokers 4 insured contracts for 4 employers, across 4 states, led by AZ, NC, NH.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); TALCOTT RESOLUTION LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY 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 |
|---|---|---|---|
| CRISIS PREPARATION AND RECOVERY, INC. | TEMPE, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| AMMONOOSUC COMMUNITY HEALTH SERVICES, INC. | LITTLETON, NH | TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| GARDNER GLASS PRODUCTS, INC. | N.WILKESBORO, NC | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| PLAN PROFESSIONALS LLC | SHREWSBURY, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
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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