Osaic Wealth Inc
Scottsdale, AZ
Osaic Wealth Inc of Scottsdale, AZ is the broker of record on 416 Form 5500 Schedule A filings covering 388 employer benefit plans across 46 states, with $6,218,962 in reported broker commissions (plan year 2025).
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 |
|---|---|---|---|
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Plan Professionals, LLC | NJ | 18,762 | 2024-12-31 |
| Hackensack Meridian Health | NJ | 16,020 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Arizona
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.