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Benefits Intelligence/Broker Directory/Georgia

Oakbridge Insurance Agency, LLC

Lagrange, GA

Oakbridge Insurance Agency, LLC of Lagrange, GA is the broker of record on 75 Form 5500 Schedule A filings covering 56 employer benefit plans across 12 states, with $4,105,974 in reported broker commissions (plan year 2025).

Employer clients
56
distinct plan sponsors
Schedule A filings
75
States served
12
Reported commissions
$4,105,974
plan year 2025
Reported fees
$1,163,830

Employer clients

Plan sponsors naming Oakbridge 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Salisbury House, LLCMD3,0382025-06-30
Southeast Georgia Health System, Inc.GA2,1322025-12-31
53 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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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.

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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.