Benefits brokerage · 9 offices
OSAIC FA INC
OSAIC FA INC is named as the broker of record on 241 insurance contracts across its 9 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| SCOTTSDALE | AZ | 176 |
| FORT WAYNE | IN | 43 |
| No city on file | — | 10 |
| PHOENIX | AZ | 6 |
| MONROEVILLE | PA | 2 |
| FT WAYNE | IN | 1 |
| GLEN ELLYN | IL | 1 |
| GREENVILLE | SC | 1 |
| SAN RAMON | CA | 1 |
Book profile
OSAIC FA INC brokers 241 insured contracts for 206 employers, across 37 states, led by CA, VA, MD.
The book is entirely life coverage.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (191, about 79%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 50% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| WILLKIE FARR & GALLAGHER LLP OMNIBUS WELFARE PLAN | NEW YORK, NY | FORT WAYNE, IN | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| SOUTHWEST METRICS, INC. DBA AMCO ENTERPRISES | FORT WORTH, TX | FORT WAYNE, IN | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| THE EXCHANGE BANK OF ALABAMA | ALTOONA, AL | SCOTTSDALE, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| FOUR COUNTY COMPREHENSIVE MENTAL HEALTH CENTER, INC. | PERU, IN | SCOTTSDALE, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| RON PFAFF ELECTRIC, INC. | MEDINA, OH | FORT WAYNE, IN | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in OSAIC FA INC's book
See the full client list across every office, 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)