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Benefits broker of record · SCOTTSDALE, AZ

OSAIC FS INC.

OSAIC FS INC. of SCOTTSDALE, AZ is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

One of 6 offices of OSAIC FS INC..

Contracts brokered
5
Book size
$10k–100k
Office state
AZ

5 contracts on file name OSAIC FS 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 FS INC. brokers 5 insured contracts for 5 employers, across 4 states, led by KS, AZ, CA.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 100%).

Renewals concentrate on December 1: 100% of the dated welfare contracts have policy years ending in November, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
LOIS LAW FIRM, LLCPARAMUS, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDec 1FY2024
TABOR COLLEGE, INC.HILLSBORO, KSTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
MCPHERSON COLLEGEMCPHERSON, KSTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
HABITAT FOR HUMANITY CENTRAL ARIZONAPHOENIX, AZTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
RONALD COHN, INC.SANTEE, CATHE 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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