Benefitedge Insurance Services
Morgan Hill, CA
Benefitedge Insurance Services of Morgan Hill, CA is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans, with $997,709 in reported broker commissions (plan year 2025).
Quick answer
Benefitedge Insurance Services (Morgan Hill, CA) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Benefitedge Insurance Services have?
- Benefitedge Insurance Services is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors.
- Who are Benefitedge Insurance Services's largest employer clients?
- By plan participants, the largest include Forge Global, Inc. (290 participants), Stanford Federal Credit Union (250 participants) and The Kings Academy (148 participants).
- How much does Benefitedge Insurance Services earn in commissions?
- Insurers reported $997,709 in broker commissions and $130,826 in fees paid to Benefitedge Insurance Services for plan year 2025, per Schedule A Part 1.
- Where is Benefitedge Insurance Services located?
- Benefitedge Insurance Services is based in Morgan Hill, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Benefitedge Insurance Services 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 |
|---|---|---|---|
| Forge Global, Inc. | CA | 290 | 2025-12-31 |
| Stanford Federal Credit Union | CA | 250 | 2025-12-31 |
| The Kings Academy | CA | 148 | 2025-09-30 |
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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.