OpenERISA

Osaic INC.

Phoenix, AZ, 85012

EIN 86-0623854
Plans
2
Total participants
23,768
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
551112
Plan sponsors in ArizonaManagement of Companies & Enterprises

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Osaic, INC. Profit Sharing & 401(K) Plan2,689
2024Form 5500501Osaic, INC. Health And Welfare Benefit Plan2,703
2023Form 5500001Osaic, INC. Profit Sharing & 401(K) Plan2,489
2023Form 5500501Osaic, INC. Health And Welfare Benefit Plan2,505
2022Form 5500001Advisor Group INC. Profit Sharing & 401(K) Plan2,427
2022Form 5500501Advisor Group, INC. Health And Welfare Benefit Plan2,448
2021Form 5500001Advisor Group INC. Profit Sharing & 401(K) Plan1,997
2021Form 5500501Advisor Group, INC. Health And Welfare Benefit Plan2,015
2020Form 5500001Advisor Group INC. Profit Sharing & 401(K) Plan2,231
2020Form 5500501Advisor Group, INC. Health And Welfare Benefit Plan2,264

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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