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Benefits Intelligence/Broker Directory/California

Word & Brown Ins Admin Inc

Orange, CA

Word & Brown Ins Admin Inc of Orange, CA is the broker of record on 69 Form 5500 Schedule A filings covering 52 employer benefit plans across 2 states, with $601,916 in reported broker commissions (plan year 2025).

Employer clients
52
distinct plan sponsors
Schedule A filings
69
States served
2
Reported commissions
$601,916
plan year 2025
Reported fees
$485,715

Quick answer

Word & Brown Ins Admin Inc (Orange, CA) is the broker of record for 52 employer benefit plan sponsors on 69 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Word & Brown Ins Admin Inc have?
Word & Brown Ins Admin Inc is named as broker on Form 5500 Schedule A filings for 52 distinct plan sponsors in 2 states.
Who are Word & Brown Ins Admin Inc's largest employer clients?
By plan participants, the largest include Rockport Administrative Services, LLC (3,601 participants), Onewell LLC (958 participants) and West Coast Arborists, Inc. (821 participants).
How much does Word & Brown Ins Admin Inc earn in commissions?
Insurers reported $601,916 in broker commissions and $485,715 in fees paid to Word & Brown Ins Admin Inc for plan year 2025, per Schedule A Part 1.
Where is Word & Brown Ins Admin Inc located?
Word & Brown Ins Admin Inc 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 Admin 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
Rockport Administrative Services, LLCCA3,6012025-12-31
Onewell LLCPA9582025-06-30
West Coast Arborists, Inc.CA8212024-12-31
49 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.