Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Crown Capital Insurance Agency, LLC

Orange, CA

Crown Capital Insurance Agency, LLC of Orange, CA is the broker of record on 77 Form 5500 Schedule A filings covering 24 employer benefit plans across 10 states, with $631,967 in reported broker commissions (plan year 2023).

Employer clients
24
distinct plan sponsors
Schedule A filings
77
States served
10
Reported commissions
$631,967
plan year 2023
Reported fees
$66,977

Employer clients

Plan sponsors naming Crown Capital Insurance Agency, 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
Edgewood Management Group, LLCND2,1652019-12-31
Founders Business Services, L.L.C.CO1,0282015-12-31
United Health Centers Of The San Joaquin ValleyCA8012021-12-31
21 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in California

All brokers in California

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.