Plan Ledger DOL Form 5500 · updated monthly

Osaic, Incbenefits

Osaic, Inc. Health and Welfare Benefit Plan · SCOTTSDALE, AZ · plan year 2025

Previously filed as Osaic Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$222,160

Osaic, Inc's benefits plans covered 2,703 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $222,160 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $82 per covered person, below the median for employer plans that report broker pay. Broker pay rose 70% from $130,364 in 2024.

Insurance contracts · 202511
LEGALPLANS USApremiums n/a · 272 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug dental vision lifepremiums n/a · 1 covered
UNUM INSURANCE COMPANYpremiums n/a · 810 covered
UNUM INSURANCE COMPANYpremiums n/a · 721 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 98 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 2,993 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dentalpremiums n/a · 2,066 covered
UNUM INSURANCE COMPANYpremiums n/a · 360 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 2,496 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 1 covered
Brokers & agents paid · 20252
MERCER HEALTH & BENEFITS$222,156 · incl $28,949 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 860623854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.