Benefits broker of record · PHOENIX, AZ
OSAIC WEALTH INC
OSAIC WEALTH INC of PHOENIX, AZ is named as the broker of record on 28 insurance contracts in public Form 5500 Schedule A filings.
One of 44 offices of OSAIC WEALTH, INC..
28 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 28 insured contracts for 28 employers, across 19 states, led by WI, CO, CA.
TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (18, about 64%); TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE 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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| PROVIDENT MANAGEMENT CORPORATION | CLEARWATER, FL | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| EMPLOY SOURCE, INC | NAPERVILLE, IL | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| STORIED MANAGEMENT, LLC | PARK CITY, UT | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| KENNEDY AUTOMOTIVE GROUP, INC. | FEASTERVILLE, PA | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PIVOTAL HOUSING PARTNERS LLC | WEST CHESTER, OH | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
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