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Benefits Intelligence/Broker Directory/California

Edgewood Partners Insurance Ctr

Concord, CA

Edgewood Partners Insurance Ctr of Concord, CA is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $377,949 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
4
Reported commissions
$377,949
plan year 2025
Reported fees
$113,561

Quick answer

Edgewood Partners Insurance Ctr (Concord, CA) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Edgewood Partners Insurance Ctr have?
Edgewood Partners Insurance Ctr is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are Edgewood Partners Insurance Ctr's largest employer clients?
By plan participants, the largest include Insurance Trust For Delta Retirees, Inc. (26,259 participants), Kohlberg Kravis Roberts & Co. L.P. (1,580 participants) and Ranney School (212 participants).
How much does Edgewood Partners Insurance Ctr earn in commissions?
Insurers reported $377,949 in broker commissions and $113,561 in fees paid to Edgewood Partners Insurance Ctr for plan year 2025, per Schedule A Part 1.
Where is Edgewood Partners Insurance Ctr located?
Edgewood Partners Insurance Ctr is based in Concord, CA and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Edgewood Partners Insurance Ctr 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
Insurance Trust For Delta Retirees, Inc.GA26,2592024-12-31
Kohlberg Kravis Roberts & Co. L.P.NY1,5802024-12-31
Ranney SchoolNJ2122025-12-31
1 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.