Osaic Institutions, Inc.
Meriden, CT
Osaic Institutions, Inc. of Meriden, CT is the broker of record on 23 Form 5500 Schedule A filings covering 16 employer benefit plans across 11 states, with $368,541 in reported broker commissions (plan year 2025).
Quick answer
Osaic Institutions, Inc. (Meriden, CT) is the broker of record for 16 employer benefit plan sponsors on 23 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Osaic Institutions, Inc. have?
- Osaic Institutions, Inc. is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 11 states.
- Who are Osaic Institutions, Inc.'s largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Torrance Health Association (5,025 participants) and G. F. Management, LLC (877 participants).
- How much does Osaic Institutions, Inc. earn in commissions?
- Insurers reported $368,541 in broker commissions paid to Osaic Institutions, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Osaic Institutions, Inc. located?
- Osaic Institutions, Inc. is based in Meriden, CT and has employer clients in 11 states.
- How does Osaic Institutions, Inc. rank among benefits brokers in Connecticut?
- Osaic Institutions, Inc. ranks #20 by employer clients among the 50 most active benefits brokers based in Connecticut.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Osaic Institutions, 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 |
| Torrance Health Association | CA | 5,025 | 2024-12-31 |
| G. F. Management, LLC | PA | 877 | 2025-12-31 |
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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.