Form 5500 · Employee benefit plan · PHOENIX, AZ
OSAIC INC.
OSAIC INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through UNUM INSURANCE COMPANY and 10 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM INSURANCE COMPANY | — | 361 | December | $51,282 |
| UNUM INSURANCE COMPANY | — | 846 | December | $30,236 |
| UNUM INSURANCE COMPANY | — | 795 | December | $15,473 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 2,772 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 109 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 3,335 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1 | December | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 3,836 | December | $0 |
| LEGALPLANS USA | — | 263 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision, Life | 1 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental | 2,289 | December | $0 |
Questions
Who is OSAIC INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, OSAIC INC.'s broker of record is MERCER HEALTH AND BENEFITS ADMIN.
What insurance carrier does OSAIC INC. use?
OSAIC INC.'s benefit plan is written through UNUM INSURANCE COMPANY, among 11 disclosed carriers.
When does OSAIC INC.'s group plan renew?
The most recent Schedule A policy period for OSAIC INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OSAIC INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.