Benefits broker of record · JERSEY CITY, NJ
OSAIC WEALTH INC.
OSAIC WEALTH INC. of JERSEY CITY, NJ is named as the broker of record on 67 insurance contracts in public Form 5500 Schedule A filings.
One of 44 offices of OSAIC WEALTH, INC..
67 contracts on file name OSAIC WEALTH INC. as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
OSAIC WEALTH INC. brokers 67 insured contracts for 64 employers, across 26 states, led by CA, NY, GA.
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (21, about 31%); AMERICAN UNITED LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, MINNESOTA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, 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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CARIBE FEDERAL CREDIT UNION | HATO REY, PR | EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| WEIRTON GERIATRIC CENTER | WEIRTON, WV | AMERITAS LIFE INSURANCE CORP.Annuity / GIC | —FY2025 |
| ABC SECURITY SERVICE, INC. | OAKLAND, CA | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| 4PATRIOTS LLC | NASHVILLE, TN | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| THEODORE A. STAMAS | WESTBURY, NY | THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC. | Jan 1FY2025 |
more employers 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both