Osaic Fa Inc
Scottsdale, AZ
Osaic Fa Inc of Scottsdale, AZ is the broker of record on 348 Form 5500 Schedule A filings covering 223 employer benefit plans across 38 states, with $5,324,402 in reported broker commissions (plan year 2025).
Quick answer
Osaic Fa Inc (Scottsdale, AZ) is the broker of record for 223 employer benefit plan sponsors on 348 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Osaic Fa Inc have?
- Osaic Fa Inc is named as broker on Form 5500 Schedule A filings for 223 distinct plan sponsors in 38 states.
- Who are Osaic Fa Inc's largest employer clients?
- By plan participants, the largest include William Beaumont Hospital (33,458 participants), Sentara Health (30,587 participants) and Geisinger System Services (27,401 participants).
- How much does Osaic Fa Inc earn in commissions?
- Insurers reported $5.3 million in broker commissions and $87,424 in fees paid to Osaic Fa Inc for plan year 2025, per Schedule A Part 1.
- Where is Osaic Fa Inc located?
- Osaic Fa Inc is based in Scottsdale, AZ and has employer clients in 38 states.
- How does Osaic Fa Inc rank among benefits brokers in Arizona?
- Osaic Fa Inc ranks #4 by employer clients among the 50 most active benefits brokers based in Arizona.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| William Beaumont Hospital | MI | 33,458 | 2025-12-31 |
| Sentara Health | VA | 30,587 | 2025-12-31 |
| Geisinger System Services | PA | 27,401 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Arizona
- Osaic Wealth Inc: 512 employer clients, $13,124,913 reported commissions (Scottsdale)
- 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)
- 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.