Benefits broker of record · PHOENIX, AZ
OSAIC WEALTH INC
OSAIC WEALTH INC of PHOENIX, AZ is named as the broker of record on 38 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
38
Book size
$100k–1M
States
AZ
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| KENNEDY AUTOMOTIVE GROUP, INC. | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| VEXUS FIBER, LLC | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| FAMILY LIFE ACADEMY CHARTER SCHOOLS | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | June |
| EASTERN WAREHOUSE DISTRIBUTORS, LLC | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| GREASE MONKEY INTERNATIONAL LLC | TRANSAMERICA LIFE INSURANCE COMPANY | December |
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33 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