Welfare broker

EVCO INSURANCE SERVICES INC

Mailing address (most recent filing)

1212 BROADWAY PLZ STE 2100

WALNUT CREEK, CA 94596

Carrier mix

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
STANDARD INSURANCE COMPANY	2	$158K	25.0%
KAISER FOUNDATION HEALTH PLAN INC	2	$1.5M	25.0%
VISION SERVICE PLAN	1	$35K	12.5%
UNITEDHEALTHCARE INSURANCE COMPANY	1	$2.0M	12.5%
PRINCIPAL LIFE INSURANCE COMPANY	1	$152K	12.5%
BLUE CROSS OF CALIFORNIA	1	$4.1M	12.5%

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	4	$5.6M	0.0%	6.38x
AZ	4	$2.3M	0.3%	42.95x

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 EVCO INSURANCE SERVICES INC's plans by broker comp / premium ratio. Median 9.53% vs welfare-wide median 6.29% (n=8).

Prospect-flag exposure · vs market baseline

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

1-8 of 8 sponsors where EVCO INSURANCE SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GEO LOGIC ASSOCIATES, INC. GEO LOGIC ASSOCIATES, INC.	CA	$4.1M	$2.4M	BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIAN'S SERVICES
VALLEY FIRST CREDIT UNION VALLEY FIRST CREDIT UNION HEALTH AND WELFARE PLAN	CA	$1.3M	$96K	KAISER FOUNDATION HEALTH PLAN, INC.
BRIGHTSIDE BENEFIT INC. BRIGHTSIDE BENEFIT INC. PLAN #1	AZ	$2.0M	$80K	UNITEDHEALTHCARE INSURANCE COMPANY
BRIGHTSIDE BENEFIT INC. BRIGHTSIDE BENEFIT INC. PLAN #2	AZ	$152K	$27K	PRINCIPAL LIFE INSURANCE COMPANY
EPICUREAN GROUP INC EPICUREAN GROUP INC HEALTH & WELFARE BENEFIT PLAN	CA	$182K	$16K	KAISER PERMANENTE
BRIGHTSIDE BENEFIT INC. BRIGHTSIDE BENEFIT INC. PLAN #3	AZ	$116K	$12K	STANDARD INSURANCE COMPANY
STRAVOS EDUCATION LLC STRAVOS EDUCATION BENEFIT PLAN	CA	$42K	$7K	STANDARD INSURANCE COMPANY
BRIGHTSIDE BENEFIT INC. BRIGHTSIDE BENEFIT INC. PLAN #4	AZ	$35K	$1K	VISION SERVICE PLAN