Word & Brown Insurance
Orange, CA
Word & Brown Insurance of Orange, CA is the broker of record on 37 Form 5500 Schedule A filings covering 33 employer benefit plans across 4 states, with $434,412 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Word & Brown Insurance 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 |
|---|---|---|---|
| I3 Verticals Management Services, Inc. | TN | 1,214 | 2024-12-31 |
| Endeavor Schools, LLC | FL | 882 | 2024-12-31 |
| Dual North America, Inc. | FL | 652 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in California
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.