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Benefits Intelligence/Broker Directory/California

Edgwood Partners Insurance Center

Concord, CA

Edgwood Partners Insurance Center of Concord, CA is the broker of record on 20 Form 5500 Schedule A filings covering 13 employer benefit plans across 6 states, with $119,605 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
20
States served
6
Reported commissions
$119,605
plan year 2025
Reported fees
$13,244

Quick answer

Edgwood Partners Insurance Center (Concord, CA) is the broker of record for 13 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Edgwood Partners Insurance Center have?
Edgwood Partners Insurance Center is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 6 states.
Who are Edgwood Partners Insurance Center's largest employer clients?
By plan participants, the largest include Wilson, Elser, Moskowitz, Edelman & Dicker, Lp (2,577 participants), Dobbs Equipment, LLC (801 participants) and By The Bay Health (540 participants).
How much does Edgwood Partners Insurance Center earn in commissions?
Insurers reported $119,605 in broker commissions and $13,244 in fees paid to Edgwood Partners Insurance Center for plan year 2025, per Schedule A Part 1.
Where is Edgwood Partners Insurance Center located?
Edgwood Partners Insurance Center is based in Concord, CA and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Edgwood Partners Insurance 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
Wilson, Elser, Moskowitz, Edelman & Dicker, LpNY2,5772025-12-31
Dobbs Equipment, LLCFL8012024-12-31
By The Bay HealthCA5402025-12-31
10 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.