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Benefits Intelligence/Broker Directory/California

Infinity Assurance Group

Ladera Ranch, CA

Infinity Assurance Group of Ladera Ranch, CA is the broker of record on 17 Form 5500 Schedule A filings covering 8 employer benefit plans, with $954,959 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
17
States served
1
Reported commissions
$954,959
plan year 2025
Reported fees
$244,735

Quick answer

Infinity Assurance Group (Ladera Ranch, CA) is the broker of record for 8 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Infinity Assurance Group have?
Infinity Assurance Group is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
Who are Infinity Assurance Group's largest employer clients?
By plan participants, the largest include James R. Glidewell Dental Ceramics, Inc. (3,360 participants), Gonzalez Management Company, Inc. (1,768 participants) and Neudesic, LLC (564 participants).
How much does Infinity Assurance Group earn in commissions?
Insurers reported $954,959 in broker commissions and $244,735 in fees paid to Infinity Assurance Group for plan year 2025, per Schedule A Part 1.
Where is Infinity Assurance Group located?
Infinity Assurance Group is based in Ladera Ranch, CA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Infinity Assurance Group 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
James R. Glidewell Dental Ceramics, Inc.CA3,3602025-12-31
Gonzalez Management Company, Inc.CA1,7682025-06-30
Neudesic, LLCCA5642025-05-31
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.