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Benefits Intelligence/Broker Directory/Arizona

Osaic Fs Inc

Scottsdale, AZ

Osaic Fs Inc of Scottsdale, AZ is the broker of record on 35 Form 5500 Schedule A filings covering 26 employer benefit plans across 14 states, with $3,060,251 in reported broker commissions (plan year 2025).

Employer clients
26
distinct plan sponsors
Schedule A filings
35
States served
14
Reported commissions
$3,060,251
plan year 2025
Reported fees
$557

Quick answer

Osaic Fs Inc (Scottsdale, AZ) is the broker of record for 26 employer benefit plan sponsors on 35 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Osaic Fs Inc have?
Osaic Fs Inc is named as broker on Form 5500 Schedule A filings for 26 distinct plan sponsors in 14 states.
Who are Osaic Fs Inc's largest employer clients?
By plan participants, the largest include Nppg Plan Professionals, LLC (15,967 participants), Alliantgroup Lp (586 participants) and Agri-Power, Inc. (514 participants).
How much does Osaic Fs Inc earn in commissions?
Insurers reported $3.1 million in broker commissions and $557 in fees paid to Osaic Fs Inc for plan year 2025, per Schedule A Part 1.
Where is Osaic Fs Inc located?
Osaic Fs Inc is based in Scottsdale, AZ and has employer clients in 14 states.
How does Osaic Fs Inc rank among benefits brokers in Arizona?
Osaic Fs Inc ranks #22 by employer clients among the 50 most active benefits brokers based in Arizona.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Osaic Fs 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
Nppg Plan Professionals, LLCNJ15,9672025-12-31
Alliantgroup LpTX5862024-12-31
Agri-Power, Inc.KY5142025-12-31
23 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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)
  • 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)

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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.