Benefits broker of record · BERWYN, PA
OSAIC WEALTH INC
OSAIC WEALTH INC of BERWYN, PA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 44 offices of OSAIC WEALTH, INC..
Book profile
OSAIC WEALTH INC brokers 3 insured contracts for 2 employers, across 2 states, led by PA, VA.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); PRUDENTIAL INSURANCE COMPANY OF AMERICA, PRUDENTIAL 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 |
|---|---|---|---|
| ALBERT EINSTEIN HEALTHCARE NETWORK | PHILADELPHIA, PA | PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| ALBERT EINSTEIN HEALTHCARE NETWORK | PHILADELPHIA, PA | PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| ENNIS ELECTRIC COMPANY INC | MANASSAS, VA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
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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