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Benefits Intelligence/Broker Directory/California

Acrisure Sw Partners Ins Serv LLC

Costa Mesa, CA

Acrisure Sw Partners Ins Serv LLC of Costa Mesa, CA is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $64,218 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$64,218
plan year 2025

Quick answer

Acrisure Sw Partners Ins Serv LLC (Costa Mesa, CA) is the broker of record for 5 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Acrisure Sw Partners Ins Serv LLC have?
Acrisure Sw Partners Ins Serv LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
Who are Acrisure Sw Partners Ins Serv LLC's largest employer clients?
By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,697 participants), Granite Mountain Behavioral Healthcare (153 participants) and Patenuade & Felix, A.P.C. (147 participants).
How much does Acrisure Sw Partners Ins Serv LLC earn in commissions?
Insurers reported $64,218 in broker commissions paid to Acrisure Sw Partners Ins Serv LLC for plan year 2025, per Schedule A Part 1.
Where is Acrisure Sw Partners Ins Serv LLC located?
Acrisure Sw Partners Ins Serv LLC is based in Costa Mesa, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Acrisure Sw Partners Ins Serv LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,6972025-12-31
Granite Mountain Behavioral HealthcareAZ1532025-12-31
Patenuade & Felix, A.P.C.CA1472025-09-30
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.