Acrisure Southwest Partners
Newport Beach, CA
Acrisure Southwest Partners of Newport Beach, CA is the broker of record on 28 Form 5500 Schedule A filings covering 22 employer benefit plans across 6 states, with $822,849 in reported broker commissions (plan year 2025).
Quick answer
Acrisure Southwest Partners (Newport Beach, CA) is the broker of record for 22 employer benefit plan sponsors on 28 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Acrisure Southwest Partners have?
- Acrisure Southwest Partners is named as broker on Form 5500 Schedule A filings for 22 distinct plan sponsors in 6 states.
- Who are Acrisure Southwest Partners's largest employer clients?
- By plan participants, the largest include Memorial Health Services (8,595 participants), Pearce Services, LLC (2,475 participants) and California Charter Schools Ewbt (1,195 participants).
- How much does Acrisure Southwest Partners earn in commissions?
- Insurers reported $822,849 in broker commissions and $131,842 in fees paid to Acrisure Southwest Partners for plan year 2025, per Schedule A Part 1.
- Where is Acrisure Southwest Partners located?
- Acrisure Southwest Partners is based in Newport Beach, CA and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Acrisure Southwest Partners on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Memorial Health Services | CA | 8,595 | 2025-12-31 |
| Pearce Services, LLC | CA | 2,475 | 2025-12-31 |
| California Charter Schools Ewbt | CA | 1,195 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.