Benefits broker of record · MERIDEN, CT
OSAIC INSTITUTIONS, INC.
OSAIC INSTITUTIONS, INC. of MERIDEN, CT is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of OSAIC INSTITUTIONS, INC..
15 contracts on file name OSAIC INSTITUTIONS, 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 INSTITUTIONS, INC. brokers 15 insured contracts for 13 employers, across 10 states, led by PA, NC, NY.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 40%); PRINCIPAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, BRIGHTHOUSE LIFE INSURANCE 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 |
|---|---|---|---|
| MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC | POUGHKEEPSIE, NY | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| KEYSTONE NFP ACQUISITIONS LLC | CAMP HILL, PA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| BANTON CONSTRUCTION COMPANY | NORTH HAVEN, CT | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| G. F. MANAGEMENT, LLC | PHILADELPHIA, PA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| GROSSENBURG IMPLEMENT, INC. | WINNER, SD | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
more employers in OSAIC INSTITUTIONS, 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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