Benefits broker of record · NEW YORK, NY
OSAIC WEALTH INC.
OSAIC WEALTH INC. of NEW YORK, NY is named as the broker of record on 107 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
107
Book size
$1M+
States
NY
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| EVERETT FINANCIAL, INC. DBA SUPREME LENDING | DALLAS, TX | JOHN HANCOCK USA | December |
| CODY POOLS, INC. | ROUND ROCK, TX | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | December |
| PUNA PLANTATION HAWAII, LTD. | HILO, HI | JOHN HANCOCK USA | December |
| DIGISTREAM INVESTIGATIONS, INC. | DAVIS, CA | JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) | December |
| AFFILIATED PATHOLOGISTS MEDICAL GROUP, INC. | RANCHO DOMINGUEZ, CA | JOHN HANCOCK LIFE INSURANCE CO. | December |
Subscriber access
102 more plans 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