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Benefits broker of record

OSAIC WEALTH, INC

OSAIC WEALTH, INC is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
17
Book size
$100k–1M
States

Clients on file

EmployerLocationCarrierRenews
MIDLAND INFORMATION RESOURCES COMPANYDAVENPORT, IAJOHN HANCOCK LIFE INSURANCE COMPANY U.S.A.December
BLD CONNECTION, INC.GOLDEN VALLEY, MNLINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
CLARITY SOFTWARE SOLUTIONS, INC.MADISON, CTJOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A)December
SUN COMMODITIES, INC.POMPANO BEACH, FLAMERICAN GENERAL LIFE INSURANCE COMPANYDecember
LAROSE INDUSTRIES LLCRANDOLPH, NJJOHN HANCOCK LIFE INS. CO. USADecember
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12 more plans in OSAIC WEALTH, 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