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Benefits Intelligence/Broker Directory/California

Word & Brown Insurance Administrato

Orange, CA

Word & Brown Insurance Administrato of Orange, CA is the broker of record on 23 Form 5500 Schedule A filings covering 13 employer benefit plans across 2 states, with $121,390 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
23
States served
2
Reported commissions
$121,390
plan year 2025
Reported fees
$206,207

Quick answer

Word & Brown Insurance Administrato (Orange, CA) is the broker of record for 13 employer benefit plan sponsors on 23 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Word & Brown Insurance Administrato have?
Word & Brown Insurance Administrato is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors in 2 states.
Who are Word & Brown Insurance Administrato's largest employer clients?
By plan participants, the largest include Millennium Space Systems, Inc (1,010 participants), Advanced Fresh Concepts Corporation (698 participants) and Beach Front Property Management, Inc. (140 participants).
How much does Word & Brown Insurance Administrato earn in commissions?
Insurers reported $121,390 in broker commissions and $206,207 in fees paid to Word & Brown Insurance Administrato for plan year 2025, per Schedule A Part 1.
Where is Word & Brown Insurance Administrato located?
Word & Brown Insurance Administrato is based in Orange, CA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Word & Brown Insurance Administrato 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
Millennium Space Systems, IncCA1,0102025-12-31
Advanced Fresh Concepts CorporationCA6982025-12-31
Beach Front Property Management, Inc.CA1402025-05-31
10 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.