Welfare broker

ALAN A MILLER

Mailing address (most recent filing)

315A LOS GATOS SARATOG ROAD

LOS GATOS, CA 95030

Total comp: $62K
Commissions: $61K
Fees: $895
Filings: 8
Sponsors: 8

Carrier mix

Where ALAN A MILLER places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$75K	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
CA	1	$75K	0.0%	12.84x

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 ALAN A MILLER's plans by broker comp / premium ratio. Median 13.32% vs welfare-wide median 6.35% (n=1).

Prospect-flag exposure · vs market baseline

Share of ALAN A MILLER's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where ALAN A MILLER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
A-1 JAY'S MACHINING, INC. A-1 JAYS MACHINING INC. DENTAL BENEFIT PLAN 6	CA	$75K	$10K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY