Plan Ledger DOL Form 5500 · updated monthly

EDGEWOOD PARTNERS INSURANCE CENTERbroker

Benefits brokerage · plan year 2024 · page 8

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
Taktl LLC PA$1,071
Proco LLC GA$851

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