Welfare broker

AE & ASSOCIATES INSURANCE SERVICES

Mailing address (most recent filing)

615 PIIKOI ST.

SUITE 302

HONOLULU, HI 96813

Total comp: $116K
Commissions: $116K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

Where AE & ASSOCIATES INSURANCE SERVICES places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

KAISER FOUNDATION HEALTH PLAN INC50.0%
HAWAII MEDICAL SERVICE ASSOCIATION50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$629K	50.0%
HAWAII MEDICAL SERVICE ASSOCIATION	1	$824K	50.0%

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
HI	2	$1.5M	0.5%	283.20x

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 AE & ASSOCIATES INSURANCE SERVICES's plans by broker comp / premium ratio. Median 3.09% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of AE & ASSOCIATES INSURANCE SERVICES's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where AE & ASSOCIATES INSURANCE SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TAMURA ENTERPRISES, INC TAMURA ENTERPRISES, INC. HEALTH AND WELFARE BENEFIT PLAN	HI	$824K	$25K	HAWAII MEDICAL ASSURANCE ASSOCIATION
PUNA PLANTATION HAWAII, LTD. KAISER FOUNDATION MEDICAL PLAN FOR THE EMPLOYEES OF PUNA PLANTATION HAWAII, LTD.	HI	$629K	$20K	KAISER FOUNDATION HEALTH PLAN OF HAWAII

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$629K

50.0%

HAWAII MEDICAL SERVICE ASSOCIATION

$824K

50.0%

State

Plans

Premium

State share

Index

$1.5M

0.5%

283.20x

Sponsor

Loc

Premium

Comp

Carrier

TAMURA ENTERPRISES, INC

TAMURA ENTERPRISES, INC. HEALTH AND WELFARE BENEFIT PLAN

$824K

$25K

HAWAII MEDICAL ASSURANCE ASSOCIATION

PUNA PLANTATION HAWAII, LTD.

KAISER FOUNDATION MEDICAL PLAN FOR THE EMPLOYEES OF PUNA PLANTATION HAWAII, LTD.

$629K

$20K

KAISER FOUNDATION HEALTH PLAN OF HAWAII