Benefits brokerage · 3 offices
OSAIC INSTITUTIONS, INC.
OSAIC INSTITUTIONS, INC. is named as the broker of record on 17 insurance contracts across its 3 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 |
|---|---|---|
| MERIDEN | CT | 15 |
| BIRMINGHAM | AL | 1 |
| VALDOSTA | GA | 1 |
Book profile
OSAIC INSTITUTIONS, INC. brokers 17 insured contracts for 15 employers, across 11 states, led by PA, FL, NC.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 35%); PRINCIPAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY follow.
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 |
|---|---|---|---|---|
| FMB BANCSHARES, INC. | LAKELAND, GA | VALDOSTA, GA | TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC | POUGHKEEPSIE, NY | MERIDEN, CT | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| KEYSTONE NFP ACQUISITIONS LLC | CAMP HILL, PA | MERIDEN, CT | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| THE KINGS ACADEMY INC. | WEST PALM BEACH, FL | BIRMINGHAM, AL | AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| BANTON CONSTRUCTION COMPANY | NORTH HAVEN, CT | MERIDEN, CT | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in OSAIC INSTITUTIONS, 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)