Benefits brokerage · 6 offices
OSAIC FS INC.
OSAIC FS INC. is named as the broker of record on 19 insurance contracts across its 6 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 | 5 |
| No city on file | — | 4 |
| FORT WAYNE | IN | 4 |
| PHOENIX | AZ | 2 |
| SPRING | TX | 2 |
| VISTA | CA | 2 |
Book profile
OSAIC FS INC. brokers 19 insured contracts for 18 employers, across 12 states, led by CA, AZ, KS.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 37%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA, TRANSAMERICA LIFE INSURANCE COMPANY follow.
Renewals concentrate on December 1: 50% of the dated welfare contracts have policy years ending in November, 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.
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 |
|---|---|---|---|---|
| ELECTRA LINK, INC. | SPRING, TX | SPRING, TX | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| CRISIS PREPARATION AND RECOVERY, INC. | TEMPE, AZ | No city on file | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PEARL RIVER TECHNOLOGIES LLC | MELBOURNE, FL | FORT WAYNE, IN | JOHN HANCOCK LIFE INSURANCE COMPANY | Jan 1FY2024 |
| LOIS LAW FIRM, LLC | PARAMUS, NJ | SCOTTSDALE, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dec 1FY2024 |
| TABOR COLLEGE, INC. | HILLSBORO, KS | SCOTTSDALE, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in OSAIC FS 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 year 2024 on this page)