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Benefits broker of record · HOLBROOK, NY

OSAIC WEALTH INC

OSAIC WEALTH INC of HOLBROOK, NY 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..

Contracts brokered
3
Book size
$10k–100k
Office state
NY

Book profile

OSAIC WEALTH INC brokers 3 insured contracts for 3 employers, all in New York.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 100%).

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
FAMILY LIFE ACADEMY CHARTER SCHOOLSBRONX, NYTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
BUILDERS EXCHANGE OF THE SOUTHERN TIER, INC.FALCONER, NYTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
TRUE NORTH HUMAN CAPITAL, LLCLAKE SUCCESS, NYTRANSAMERICA FINANCIAL LIFE 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 years 2024–2025 on this page)

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