Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$38.4M
- Dental$38.4M
- Prescription drug$38.4M
- Other$1.4M
- Life$886K
- Long-term disability$616K
- +2 more
Sponsor portfolio
OSAIC, INC
EIN 86-0623854financial servicesLatest filing 2024
Plans
2
Retirement
1
$353.4M assets
Welfare
1
$40.7M premiums
Participants
6,125
20 E. THOMAS RD., STE 2000 - PHOENIX, AZ 85012602-622-2537osaic.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $40.7M premiums / 3,836 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
- LEGALPLANS, USA0%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- AON CONSULTING INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OSAIC, INC. PROFIT SHARING & 401(K) PLAN
401k
Assets$353.4M
Participants3,377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OSAIC, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$40.7M
Covered lives3,836
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OSAIC, INC. PROFIT SHARING & 401(K) PLAN | 401k | $353.4M | 3,377 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OSAIC, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $40.7M | 3,836 | 2024 |
Retirement plans
Welfare plans