Welfare broker

CCPOA BENEFIT TRUST FUND

Mailing address (most recent filing)

2515 VENTURE OAKS WAY

SUITE 200

SACRAMENTO, CA 95833

Total comp: $2.3M
Commissions: $6
Fees: $2.3M
Filings: 2
Sponsors: 2

Carrier mix

Where CCPOA BENEFIT TRUST FUND places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

U.S. LEGAL SERVICES, INC.100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
U.S. LEGAL SERVICES, INC.	1	$2.9M	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	$2.9M	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 CCPOA BENEFIT TRUST FUND's plans by broker comp / premium ratio. Median 7.34% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of CCPOA BENEFIT TRUST FUND's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where CCPOA BENEFIT TRUST FUND is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BOARD OF TRUSTEES OF THE CCPOA BENEFIT TRUST FUND CCPOA BENEFIT TRUST FUND SUPPLEMENTAL BENEFIT PLAN	CA	$2.9M	$215K	U.S. LEGAL SERVICES OF WISCONSIN, INC.