Benefits broker of record · AVONDALE, PA
OSAIC WEALTH INC
OSAIC WEALTH INC of AVONDALE, PA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 44 offices of OSAIC WEALTH, INC..
Book profile
OSAIC WEALTH INC brokers 2 insured contracts for 2 employers, all in Pennsylvania.
EMPOWER ANNUITY INSURANCE COMPANY writes the most contracts in the book (1, about 50%); MASSACHUSETTS MUTUAL 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 |
|---|---|---|---|
| LONGWOOD GARDENS | KENNETT SQUARE, PA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| POTTSTOWN MEDICAL SPECIALISTS, INC | POTTSTOWN, PA | EMPOWER ANNUITY 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 year 2024 on this page)
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