Benefits brokerage · 44 offices
OSAIC WEALTH, INC.
OSAIC WEALTH, INC. is named as the broker of record on 478 insurance contracts across its 44 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 32 are in the list below.
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 | 202 |
| NEW YORK | NY | 106 |
| JERSEY CITY | NJ | 67 |
| PHOENIX | AZ | 28 |
| No city on file | — | 20 |
| DEL MAR | CA | 9 |
| DALLAS | TX | 4 |
| BERWYN | PA | 3 |
| HOLBROOK | NY | 3 |
| WALNUT CREEK | CA | 3 |
| AVONDALE | PA | 2 |
| CHARLESTON | SC | 2 |
| SHREVEPORT | LA | 2 |
| ALPHARETTA | GA | 1 |
| BALTIMORE | MD | 1 |
| BETHESDA | MD | 1 |
| CARMEL | IN | 1 |
| FORT LAUDERDALE | FL | 1 |
| FORT WAYNE | IN | 1 |
| GREENVILLE | SC | 1 |
| HERMISTON | OR | 1 |
| LEWISTON | ME | 1 |
| MARLTON | NJ | 1 |
| MILWAUKEE | WI | 1 |
| MORRISTOWN | NJ | 1 |
| MT LAUREL | NJ | 1 |
| NEWBURYPORT | MA | 1 |
| NORTH PALM BEACH | FL | 1 |
| N PALM BEACH | FL | 1 |
| OAKDALE | MN | 1 |
| OKLAHOMA CITY | OK | 1 |
| PHOE | AZ | 1 |
| PHONEIX | AZ | 1 |
| RICHMOND | TX | 1 |
| SAN JOSE | CA | 1 |
| SAN MATEO | CA | 1 |
| SHERIDAN | WY | 1 |
| STERLING | CO | 1 |
| TALLAHASSEE | FL | 1 |
| TIFTON | GA | 1 |
| VIENNA | VA | 1 |
| WILLINGTON | CT | 1 |
| WYLIE | TX | 1 |
| YAKIMA | WA | 1 |
All 44 offices
Every office that files under the OSAIC WEALTH, INC. name, largest book first.
Book profile
OSAIC WEALTH, INC. brokers 478 insured contracts for 430 employers, across 47 states, led by CA, NY, TX.
The book is entirely life coverage.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (110, about 23%); JOHN HANCOCK LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 85% 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 |
|---|---|---|---|---|
| CITY OF HOPE MEDICAL GROUP, LTD | DUARTE, CA | SCOTTSDALE, AZ | METROPOLITAN LIFE INSURANCE COMPANY | Dec 1FY2025 |
| TITLE HOUSTON HOLDINGS, LTD | HOUSTON, TX | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| MCDC VENTURES, INC. DBA FIVE STAR PAINTING | PARKER, TX | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| BLAKEMAN TRANSPORTATION, INC. | FORT WORTH, TX | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| FLOORS UNLIMITED, INC. DBA FIRST FLOORS | DALLAS, TX | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
more employers in OSAIC WEALTH, 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)