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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 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $58,857 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$58,857
plan year 2025

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
Patenuade & Felix, A.P.C.CA1472025-09-30
Koeller, Nebeker, Carlson & Haluck LLP Health & Welfare PlanCA1132025-07-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.