Benefits broker of record · DALLAS, TX
OSAIC WEALTH, INC
OSAIC WEALTH, INC of DALLAS, TX is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 44 offices of OSAIC WEALTH, INC..
Book profile
OSAIC WEALTH, INC brokers 4 insured contracts for 4 employers, across 3 states, led by FL, MN, NM.
MINNESOTA LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 75%); STANDARD INSURANCE COMPANY follow.
Renewals concentrate on March 1: 100% of the dated welfare contracts have policy years ending in February, so most of the book comes up for review at once.
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 |
|---|---|---|---|
| IGENOMIX USA, LLC | MIAMI, FL | MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| IDC GROUP, INC. | COON RAPIDS, MN | MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| BREWER OIL CO. | ALBUQUERQUE, NM | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| IGENOMIX USA, INC | MIAMI, FL | MINNESOTA LIFE INSURANCE COMPANY | Feb 4FY2025 |
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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