Word & Brown Ins
Orange, CA
Word & Brown Ins of Orange, CA is the broker of record on 12 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $95,554 in reported broker commissions (plan year 2025).
Quick answer
Word & Brown Ins (Orange, CA) 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 Word & Brown Ins have?
- Word & Brown Ins is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are Word & Brown Ins's largest employer clients?
- By plan participants, the largest include Horizon3 Ai, Inc. (198 participants), Retina Sacramento Mso, LLC (169 participants) and Hatch Baby (153 participants).
- How much does Word & Brown Ins earn in commissions?
- Insurers reported $95,554 in broker commissions and $313,000 in fees paid to Word & Brown Ins for plan year 2025, per Schedule A Part 1.
- Where is Word & Brown Ins located?
- Word & Brown Ins is based in Orange, CA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Word & Brown Ins on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Horizon3 Ai, Inc. | DE | 198 | 2024-12-31 |
| Retina Sacramento Mso, LLC | CA | 169 | 2024-12-31 |
| Hatch Baby | CA | 153 | 2025-11-30 |
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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.