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Benefits broker of record · SAN FRANCISCO, CA

EDGEWOOD PARTNERS INSURANCE CENTER

EDGEWOOD PARTNERS INSURANCE CENTER of SAN FRANCISCO, CA is named as the broker of record on 520 insurance contracts in public Form 5500 Schedule A filings.

One of 46 offices of EDGEWOOD PARTNERS INSURANCE CENTER.

Contracts brokered
520
Book size
$1M+
Office state
CA

520 contracts on file name EDGEWOOD PARTNERS INSURANCE 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 INSURANCE CENTER brokers 520 insured contracts for 280 employers, across 30 states, led by CA, NY, TX.

Health is the largest line (272 contracts), followed by life (103), disability (100), dental (64).

KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (156, about 30%); RELIANCE STANDARD LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 272 · life 103 · disability 100 · dental 64 · vision 48 · stop-loss 3

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
ZARA USA, INC.NEW YORK, NYCIGNA HEALTH AND LIFE INSURANCE COMPANYOct 1FY2025
BOARD OF TRUSTEES, SACRAMENTO AREA ELECTRICAL WORKERSALAMEDA, CAKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2024
DOBBS EQUIPMENT, LLCRIVERVIEW, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
GOLDEN STATE LUMBER, INC.PETALUMA, CAKAISER FOUNDATION HEALTH PLAN, INC.Jun 1FY2025
DOBBS EQUIPMENT, LLCRIVERVIEW, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
275

more employers in EDGEWOOD PARTNERS INSURANCE 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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