Welfare broker

EDGEWOD PARTNERS INSURANCE CENTER

Mailing address (most recent filing)

1390 WILLOW PASS RD

STE 800

CONCORD, CA 945207924

Total comp: $13K
Commissions: $12K
Fees: $161
Filings: 2
Sponsors: 2

Carrier mix

Where EDGEWOD PARTNERS INSURANCE CENTER places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK	1	$13K	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
NY	1	$13K	0.0%	19.82x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of EDGEWOD PARTNERS INSURANCE CENTER's plans by broker comp / premium ratio. Median 12.73% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of EDGEWOD PARTNERS INSURANCE CENTER's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where EDGEWOD PARTNERS INSURANCE CENTER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JEWISH NATIONAL FUND JEWISH NATIONAL FUND GROUP AD&D PLAN	NY	$13K	$2K	NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Carrier

Plans

Premium

NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

$13K

100.0%

State

Plans

Premium

State share

Index

$13K

0.0%

19.82x

Sponsor

Loc

Premium

Comp

Carrier

JEWISH NATIONAL FUND

JEWISH NATIONAL FUND GROUP AD&D PLAN

$13K

$2K

NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK