Welfare broker

DESIGNED PROTECTION INSURANCE SVCS

Mailing address (most recent filing)

150 N SAN DIMAS AVE

#201

SAN DIMAS, CA 91773

Total comp: $70K
Commissions: $39K
Fees: $31K
Filings: 4
Sponsors: 4

Carrier mix

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

CALIFORNIA PHYSICIANS SERVICE100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CALIFORNIA PHYSICIANS SERVICE	1	$707K	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	$707K	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 DESIGNED PROTECTION INSURANCE SVCS's plans by broker comp / premium ratio. Median 5.57% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where DESIGNED PROTECTION INSURANCE SVCS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SVIH MANAGEMENT LLC SAN VICENTE BUNGALOWS, LLC	CA	$707K	$39K	CALIFORNIA PHYSICIANS' SERVICE