Cambridge Financial & Insurance Gro
Greenville, SC
Cambridge Financial & Insurance Gro of Greenville, SC is the broker of record on 8 Form 5500 Schedule A filings covering 6 employer benefit plans across 5 states, with $10,622 in reported broker commissions (plan year 2025).
Quick answer
Cambridge Financial & Insurance Gro (Greenville, SC) is the broker of record for 6 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cambridge Financial & Insurance Gro have?
- Cambridge Financial & Insurance Gro is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 5 states.
- Who are Cambridge Financial & Insurance Gro's largest employer clients?
- By plan participants, the largest include W. G. Yates & Sons Construction Company & Affiliated Companies (1,309 participants), Nephron Sc, LLC. (766 participants) and Morgan Corp (732 participants).
- How much does Cambridge Financial & Insurance Gro earn in commissions?
- Insurers reported $10,622 in broker commissions and $344 in fees paid to Cambridge Financial & Insurance Gro for plan year 2025, per Schedule A Part 1.
- Where is Cambridge Financial & Insurance Gro located?
- Cambridge Financial & Insurance Gro is based in Greenville, SC and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cambridge Financial & Insurance Gro 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 |
|---|---|---|---|
| W. G. Yates & Sons Construction Company & Affiliated Companies | MS | 1,309 | 2025-12-31 |
| Nephron Sc, LLC. | SC | 766 | 2025-12-31 |
| Morgan Corp | SC | 732 | 2024-12-31 |
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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.