Edgewood Partners Insurance Center — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Edgewood Partners Insurance Center (EIN 94-3195221) is a plan sponsor located in San Francisco, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-3195221
Location
San Francisco, CA
Loaded plans
1
Total reported participants
3,511
Total reported plan assets (EOY)
$461,288,868
Plans with financial data
1
Plans with provider compensation
1
Latest filing year
2023

Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.

Largest loaded plans by reported assets

Edgewood Partners Insurance Center plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Edgewood Partners Insurance Center Savings Investment Plan0013,511$461,288,8682023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Edgewood Partners Insurance Center
YearPlanParticipantsSchedulesFiling
2023Edgewood Partners Insurance Center Savings Investment Plan3,511H, C20241015190328NAL0030708129001

Related Form 5500 pages