Osaic Wealth Inc
Scottsdale, AZ
Osaic Wealth Inc of Scottsdale, AZ is the broker of record on 791 Form 5500 Schedule A filings covering 512 employer benefit plans across 48 states, with $13,140,453 in reported broker commissions (plan year 2025).
Quick answer
Osaic Wealth Inc (Scottsdale, AZ) is the broker of record for 512 employer benefit plan sponsors on 791 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Osaic Wealth Inc have?
- Osaic Wealth Inc is named as broker on Form 5500 Schedule A filings for 512 distinct plan sponsors in 48 states.
- Who are Osaic Wealth Inc's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and William Beaumont Hospital (33,458 participants).
- How much does Osaic Wealth Inc earn in commissions?
- Insurers reported $13.1 million in broker commissions and $457,021 in fees paid to Osaic Wealth Inc for plan year 2025, per Schedule A Part 1.
- Where is Osaic Wealth Inc located?
- Osaic Wealth Inc is based in Scottsdale, AZ and has employer clients in 48 states.
- How does Osaic Wealth Inc rank among benefits brokers in Arizona?
- Osaic Wealth Inc ranks #1 by employer clients among the 50 most active benefits brokers based in Arizona.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Osaic Wealth Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| William Beaumont Hospital | MI | 33,458 | 2025-12-31 |
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Other benefits brokers in Arizona
- Stealth Partner Group LLC: 350 employer clients, $14,682,220 reported commissions (Scottsdale)
- Rogers Benefit Group Inc: 317 employer clients, $2,131,862 reported commissions (Phoenix)
- Osaic Fa Inc: 223 employer clients, $5,324,402 reported commissions (Scottsdale)
- Totalis Benefits: 222 employer clients, $1,093,777 reported commissions (Scottsdale)
- Alterity Broker Solutions, Inc: 140 employer clients, $2,318,282 reported commissions (Scottsdale)
- Benefit Commerce Grp, An Alera Grp: 80 employer clients, $8,644,835 reported commissions (Scottsdale)
- Bcbs Of Arizona: 78 employer clients, $381,817 reported commissions (Phoenix)
- Paragon Partners Ltd: 60 employer clients, $691,327 reported commissions (Scottsdale)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.