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Benefits broker of record · NEWPORT BEACH, CA

EDGEWOOD PARTNERS INS CENTER

EDGEWOOD PARTNERS INS CENTER of NEWPORT BEACH, CA is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.

One of 20 offices of EDGEWOOD PARTNERS INS CENTER.

Contracts brokered
6
Book size
$100k–1M
Office state
CA

6 contracts on file name EDGEWOOD PARTNERS INS CENTER as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

EDGEWOOD PARTNERS INS CENTER brokers 6 insured contracts for 5 employers, across 3 states, led by CA, TN, IL.

Life is the largest line (4 contracts), followed by disability (4), dental (2), health (1).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 33%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, NIPPON LIFE INSURANCE COMPANY OF AMERICA, PRINCIPAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 4 · disability 4 · dental 2 · health 1 · vision 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
NHN GLOBAL, INCLOS ANGELES, CANIPPON LIFE INSURANCE COMPANY OF AMERICAJul 1FY2025
TRANSCORE LPNASHVILLE, TNMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
TRANSCORE LPNASHVILLE, TNMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
GHOST MANAGEMENT GROUP, LLCIRVINE, CATHE LINCOLN NATIONAL LIFE INSURANCE COMPANYJan 1FY2025
BURRELL COMMUNICATIONS GROUP, LLCCHICAGO, ILPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
1

more contract in EDGEWOOD PARTNERS INS CENTER's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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