Welfare broker

ASSURED MANAGEMENT INSURANCE

Mailing address (most recent filing)

SERVICES, DAN HOLETS, PRESIDENT

998 FOURTH GREEN DR

INCLINE VILLAGE, NV 89451

Total comp: $167K
Commissions: $167K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where ASSURED MANAGEMENT INSURANCE places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

RELIANCE STANDARD LIFE INSURANCE COMPANY50.0%
ANTHEM LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$161K	50.0%
ANTHEM LIFE INSURANCE COMPANY	1	$6.4M	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
CA	2	$6.6M	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 ASSURED MANAGEMENT INSURANCE's plans by broker comp / premium ratio. Median 8.08% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of ASSURED MANAGEMENT INSURANCE's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where ASSURED MANAGEMENT INSURANCE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ASTRANA HEALTH INC NETWORK MEDICAL MANAGEMENT INC WELFARE BENEFITS PLAN	CA	$6.4M	$396K	ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
ASTRANA HEALTH INC ASTRANA HEALTH, INC. LTD	CA	$161K	$16K	RELIANCE STANDARD LIFE INSURANCE COMPANY

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$161K

50.0%

ANTHEM LIFE INSURANCE COMPANY

$6.4M

50.0%

State

Plans

Premium

State share

Index

$6.6M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

ASTRANA HEALTH INC

NETWORK MEDICAL MANAGEMENT INC WELFARE BENEFITS PLAN

$6.4M

$396K

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

ASTRANA HEALTH INC

ASTRANA HEALTH, INC. LTD

$161K

$16K

RELIANCE STANDARD LIFE INSURANCE COMPANY