Plan Ledger DOL Form 5500 · updated monthly

EDGEWOOD PARTNERS INSURANCE CENTERbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024
$66.1M

EDGEWOOD PARTNERS INSURANCE CENTER was paid $66,108,241 in commissions and fees across 756 employer benefit plans in 2024, as reported on Schedule A ($11,118,320 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 142 client planslost 131

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024756
Nacg Texas, Inc. TX$180,749
Carecloud Inc NJ$174,901
Crossmedia Inc NY$163,122
Andersen Tax LLC CA$159,497
Lbct LLC CA$157,521
Gi Manager L.P. AZ$156,742
Matonee, Inc. CA$142,537
Fountain House NY$141,222
McKenneys Inc GA$136,073
Downey Brand LLP CA$132,647
Tpv Group CA$128,285
Moffatt & Nichol CA$126,852
Teichert Inc. CA$124,880
New York Edge NY$118,814
Kajabi LLC CA$111,155
Trax Retail CO$109,923
Intralot, Inc GA$109,387

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the EDGEWOOD PARTNERS INSURANCE CENTER brand.