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Benefits Intelligence/Broker Directory/Arizona

Osaic Fa Inc

Scottsdale, AZ

Osaic Fa Inc of Scottsdale, AZ is the broker of record on 212 Form 5500 Schedule A filings covering 193 employer benefit plans across 37 states, with $3,378,368 in reported broker commissions (plan year 2025).

Employer clients
193
distinct plan sponsors
Schedule A filings
212
States served
37
Reported commissions
$3,378,368
plan year 2025
Reported fees
$62,153

Employer clients

Plan sponsors naming Osaic Fa Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Sentara HealthVA30,7662024-12-31
Geisinger System ServicesPA25,9872024-12-31
Plan Professionals, LLCNJ18,7622024-12-31
190 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.