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Benefits Intelligence/Broker Directory/California

Word & Brown

Orange, CA

Word & Brown of Orange, CA is the broker of record on 28 Form 5500 Schedule A filings covering 24 employer benefit plans across 4 states, with $307,189 in reported broker commissions (plan year 2025).

Employer clients
24
distinct plan sponsors
Schedule A filings
28
States served
4
Reported commissions
$307,189
plan year 2025
Reported fees
$303,312

Employer clients

Plan sponsors naming Word & Brown 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
Transdev Services, Inc.IL25,0572024-12-31
Glendale Kia Inc (Formerly Carson Cj LLC)CA5292025-02-28
Serve Operating Co.CA3222025-12-31
21 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.