Welfare broker

EDGWOOD PARTNERS INSURANCE CENTER

Mailing address (most recent filing)

1390 WILLOW PASS RD

STE 800

CONCORD, CA 94520

Total comp: $538K
Commissions: $466K
Fees: $72K
Filings: 14
Sponsors: 14

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
METROPOLITAN LIFE INSURANCE COMPANY33.3%
LIFE INSURANCE COMPANY OF NORTH AMERICA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.5M	33.3%
METROPOLITAN LIFE INSURANCE COMPANY	1	$988K	33.3%
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$9K	33.3%

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
TN	1	$988K	0.1%	21.64x
NY	1	$1.5M	0.0%	6.61x
FL	1	$9K	0.0%	8.46x

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 EDGWOOD PARTNERS INSURANCE CENTER's plans by broker comp / premium ratio. Median 6.90% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where EDGWOOD PARTNERS INSURANCE CENTER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NEW YORK STEM CELL FOUNDATION, INC. NEW YORK STEM CELL FOUNDATION, INC. HEALTH & WELFARE PLAN	NY	$1.5M	$105K	UNITEDHEALTHCARE INSURANCE COMPANY
TRANSCORE LP TRANSCORE LIFE AND LTD PLAN	TN	$988K	$69K	METROPOLITAN LIFE INSURANCE COMPANY
DOBBS EQUIPMENT, LLC DOBBS EQUIPMENT LLC GROUP STD PLAN	FL	$9K	$440	LIFE INSRUANCE COMPANY OF NORTH AMERICA

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.5M

33.3%

METROPOLITAN LIFE INSURANCE COMPANY

$988K

33.3%

LIFE INSURANCE COMPANY OF NORTH AMERICA

$9K

33.3%

State

Plans

Premium

State share

Index

$988K

0.1%

21.64x

$1.5M

0.0%

6.61x

$9K

0.0%

8.46x

Sponsor

Loc

Premium

Comp

Carrier

NEW YORK STEM CELL FOUNDATION, INC.

NEW YORK STEM CELL FOUNDATION, INC. HEALTH & WELFARE PLAN

$1.5M

$105K

UNITEDHEALTHCARE INSURANCE COMPANY

TRANSCORE LP

TRANSCORE LIFE AND LTD PLAN

$988K

$69K

METROPOLITAN LIFE INSURANCE COMPANY

DOBBS EQUIPMENT, LLC

DOBBS EQUIPMENT LLC GROUP STD PLAN

$9K

$440

LIFE INSRUANCE COMPANY OF NORTH AMERICA