Welfare broker

ALAN A MILLER

Mailing address (most recent filing)

PO BOX 320640

LOS GATOS, CA 95032

Total comp: $117K
Commissions: $117K
Fees: $0
Filings: 9
Sponsors: 9

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC66.7%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	2	$1.4M	66.7%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$75K	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
CA	3	$1.5M	0.0%	12.75x

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 4.69% vs welfare-wide median 6.29% (n=3).

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.

1-3 of 3 sponsors 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. MEDICAL BENEFIT PLAN 7	CA	$1.3M	$38K	KAISER FOUNDATION HEALTH PLAN, INC.
A-1 JAY'S MACHINING, INC. A-1 JAYS MACHINING INC. DENTAL BENEFIT PLAN 6	CA	$75K	$10K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
A1J TECHNOLOGIES LLC A1J TECHNOLOGIES LLC HEALTH AND WELFARE BENEFIT PLAN	CA	$142K	$7K	KAISER FOUNDATION HEALTH PLAN, INC.

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$1.4M

66.7%

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

$75K

33.3%

State

Plans

Premium

State share

Index

$1.5M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

A-1 JAY'S MACHINING, INC.

A-1 JAYS MACHINING, INC. MEDICAL BENEFIT PLAN 7

$1.3M

$38K

KAISER FOUNDATION HEALTH PLAN, INC.

A-1 JAY'S MACHINING, INC.

A-1 JAYS MACHINING INC. DENTAL BENEFIT PLAN 6

$75K

$10K

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

A1J TECHNOLOGIES LLC

A1J TECHNOLOGIES LLC HEALTH AND WELFARE BENEFIT PLAN

$142K

$7K

KAISER FOUNDATION HEALTH PLAN, INC.