Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
OSAIC, INC
OSAIC, INC of SCOTTSDALE, AZ is a 2,748-participant corporate management employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MERCER HEALTH & BENEFITS, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0623854 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, covers 2,066 people.
Reported premium across the insured contracts is $42,239,033, with $193,211 in disclosed broker commissions — about 0.5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MERCER HEALTH & BENEFITS, LLC is the broker of record on 4 of the 11 contracts; the rest name a different broker or none.
6 carriers appear on the filing — CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNUM LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY and UNUM INSURANCE COMPANY among them — with CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM INSURANCE COMPANY | — | 721 | December | $302,625 | $123,660 |
| UNUM INSURANCE COMPANY | — | 360 | December | $115,275 | $37,234 |
| UNUM INSURANCE COMPANY | — | 810 | December | $109,835 | $24,175 |
| LEGALPLANS USA | — | 272 | December | $54,283 | $8,142 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY | Vision | 3,474 | December | $322,527 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental | 2,066 | December | $39,717,245 | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 2,496 | December | $928,212 | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1 | December | $874 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision, Life | 1 | December | $11,308 | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 98 | December | $53,395 | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 2,993 | December | $623,454 | $0 |
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