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Benefits Intelligence/Broker Directory/Virginia

Partlow Insurance Agency Inc

Winchester, VA

Partlow Insurance Agency Inc of Winchester, VA is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $125,398 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
12
States served
3
Reported commissions
$125,398
plan year 2025
Reported fees
$630,899

Quick answer

Partlow Insurance Agency Inc (Winchester, VA) is the broker of record for 9 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Partlow Insurance Agency Inc have?
Partlow Insurance Agency Inc is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.
Who are Partlow Insurance Agency Inc's largest employer clients?
By plan participants, the largest include Association Of Community Service Agents, Inc. (54,087 participants), Effective School Solutions (593 participants) and New Jersey Institute For Disabilities, Inc. (386 participants).
How much does Partlow Insurance Agency Inc earn in commissions?
Insurers reported $125,398 in broker commissions and $630,899 in fees paid to Partlow Insurance Agency Inc for plan year 2025, per Schedule A Part 1.
Where is Partlow Insurance Agency Inc located?
Partlow Insurance Agency Inc is based in Winchester, VA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Partlow Insurance Agency Inc 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
Association Of Community Service Agents, Inc.CT54,0872025-12-31
Effective School SolutionsNJ5932024-12-31
New Jersey Institute For Disabilities, Inc.NJ3862025-12-31
6 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.