Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Amwins Connect Insurance Services

Santa Ana, CA

Amwins Connect Insurance Services of Santa Ana, CA is the broker of record on 253 Form 5500 Schedule A filings covering 191 employer benefit plans across 12 states, with $1,661,397 in reported broker commissions (plan year 2025).

Employer clients
191
distinct plan sponsors
Schedule A filings
253
States served
12
Reported commissions
$1,661,397
plan year 2025
Reported fees
$3,124,243

Quick answer

Amwins Connect Insurance Services (Santa Ana, CA) is the broker of record for 191 employer benefit plan sponsors on 253 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Amwins Connect Insurance Services have?
Amwins Connect Insurance Services is named as broker on Form 5500 Schedule A filings for 191 distinct plan sponsors in 12 states.
Who are Amwins Connect Insurance Services's largest employer clients?
By plan participants, the largest include Flexcare LLC (2,999 participants), Astrana Health Inc (1,951 participants) and X.Ai LLC (1,293 participants).
How much does Amwins Connect Insurance Services earn in commissions?
Insurers reported $1.7 million in broker commissions and $3.1 million in fees paid to Amwins Connect Insurance Services for plan year 2025, per Schedule A Part 1.
Where is Amwins Connect Insurance Services located?
Amwins Connect Insurance Services is based in Santa Ana, CA and has employer clients in 12 states.
How does Amwins Connect Insurance Services rank among benefits brokers in California?
Amwins Connect Insurance Services ranks #16 by employer clients among the 50 most active benefits brokers based in California.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Amwins Connect Insurance Services 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
Flexcare LLCCA2,9992024-12-31
Astrana Health IncCA1,9512025-12-31
X.Ai LLCCA1,2932025-12-31
188 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.