Welfare broker

CLEVIDENCE INSURANCE SERVICES INC

Mailing address (most recent filing)

3000 WEST MACARTHUR BOULEVARD

SUITE 320

SANTA ANA, CA 92704

Total comp: $2.5M
Commissions: $2.3M
Fees: $253K
Filings: 38
Sponsors: 38

Carrier mix

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

BLUE CROSS OF CALIFORNIA50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$1.3M	50.0%
AETNA LIFE INSURANCE COMPANY	1	$19.1M	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
IL	1	$19.1M	0.0%	14.24x
CA	1	$1.3M	0.0%	6.38x

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 CLEVIDENCE INSURANCE SERVICES INC's plans by broker comp / premium ratio. Median 4.44% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where CLEVIDENCE INSURANCE SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NIPPON PAINT (USA) INC. NP-USA GROUP WELFARE BENEFIT PLAN	IL	$19.1M	$158K	AETNA LIFE INSURANCE COMPANY
LUCIX CORPORATION LUCIX CORPORATION WELFARE BENEFIT PLAN	CA	$1.3M	$109K	BLUE CROSS OF CALIFORNIA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$1.3M

50.0%

AETNA LIFE INSURANCE COMPANY

$19.1M

50.0%

State

Plans

Premium

State share

Index

$19.1M

0.0%

14.24x

$1.3M

0.0%

6.38x

Sponsor

Loc

Premium

Comp

Carrier

NIPPON PAINT (USA) INC.

NP-USA GROUP WELFARE BENEFIT PLAN

$19.1M

$158K

AETNA LIFE INSURANCE COMPANY

LUCIX CORPORATION

LUCIX CORPORATION WELFARE BENEFIT PLAN

$1.3M

$109K

BLUE CROSS OF CALIFORNIA