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Benefits Intelligence/Broker Directory/California

Edgewood Partners Insruance Center

Concord, CA

Edgewood Partners Insruance Center of Concord, CA is the broker of record on 12 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $61,393 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
12
States served
3
Reported commissions
$61,393
plan year 2025
Reported fees
$7,608

Quick answer

Edgewood Partners Insruance Center (Concord, CA) is the broker of record for 8 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Edgewood Partners Insruance Center have?
Edgewood Partners Insruance Center is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
Who are Edgewood Partners Insruance Center's largest employer clients?
By plan participants, the largest include Ste North America, Inc (7,277 participants), Bwxt Investment Company (5,016 participants) and Chemtrade Holdco Us Inc. (1,066 participants).
How much does Edgewood Partners Insruance Center earn in commissions?
Insurers reported $61,393 in broker commissions and $7,608 in fees paid to Edgewood Partners Insruance Center for plan year 2025, per Schedule A Part 1.
Where is Edgewood Partners Insruance Center located?
Edgewood Partners Insruance Center is based in Concord, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Edgewood Partners Insruance Center 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
Ste North America, IncVA7,2772025-12-31
Bwxt Investment CompanyVA5,0162025-12-31
Chemtrade Holdco Us Inc.n/a1,0662025-12-31
5 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.