Acrisure Southwest Ptr Ins Svcs
Newport Beach, CA
Acrisure Southwest Ptr Ins Svcs of Newport Beach, CA is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $308,062 in reported broker commissions (plan year 2025).
Quick answer
Acrisure Southwest Ptr Ins Svcs (Newport Beach, CA) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Acrisure Southwest Ptr Ins Svcs have?
- Acrisure Southwest Ptr Ins Svcs is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
- Who are Acrisure Southwest Ptr Ins Svcs's largest employer clients?
- By plan participants, the largest include Memorial Health Services (8,595 participants), Neology, Inc Health And Welfare Plan (382 participants) and Precera Medical (341 participants).
- How much does Acrisure Southwest Ptr Ins Svcs earn in commissions?
- Insurers reported $308,062 in broker commissions paid to Acrisure Southwest Ptr Ins Svcs for plan year 2025, per Schedule A Part 1.
- Where is Acrisure Southwest Ptr Ins Svcs located?
- Acrisure Southwest Ptr Ins Svcs is based in Newport Beach, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Acrisure Southwest Ptr Ins Svcs 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 |
|---|---|---|---|
| Memorial Health Services | CA | 8,595 | 2025-12-31 |
| Neology, Inc Health And Welfare Plan | CA | 382 | 2025-12-31 |
| Precera Medical | MN | 341 | 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.