Welfare broker

FILICE INSURANCE AGENCY

Mailing address (most recent filing)

900 E. HAMILTON AVE

CAMPBELL, CA 95008

Carrier mix

Where FILICE INSURANCE AGENCY 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
KAISER FOUNDATION HEALTH PLAN INC	55	$117.2M	55.0%
BLUE CROSS OF CALIFORNIA	14	$41.0M	14.0%
ANTHEM LIFE INSURANCE COMPANY	7	$41.8M	7.0%
AETNA LIFE INSURANCE COMPANY	6	$24.7M	6.0%
CALIFORNIA PHYSICIANS SERVICE	5	$28.2M	5.0%
SUTTER HEALTH PLAN	4	$6.9M	4.0%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	4	$7.3M	4.0%
PRUDENTIAL INSURANCE COMPANY OF AMERICA	2	$5.3M	2.0%
UNITED OF OMAHA LIFE INSURANCE COMPANY	2	$88K	2.0%
VISION SERVICE PLAN	1	$49K	1.0%

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	101	$268.2M	1.1%	12.15x
TX	2	$1.3M	0.0%	0.32x
OK	1	$3.5M	0.1%	1.16x
OH	1	$53K	0.0%	0.07x
NC	1	$3.4M	0.0%	0.45x

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 FILICE INSURANCE AGENCY's plans by broker comp / premium ratio. Median 5.38% vs welfare-wide median 6.29% (n=106).

Prospect-flag exposure · vs market baseline

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

101-106 of 106 sponsors where FILICE INSURANCE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE CEDARS OF MARIN CEDARS OF MARIN WELFARE BENEFIT PLAN	CA	$49K	$5K	VISION SERVICE PLAN
PROSPER MARKETPLACE, INC. PROSPER MARKETPLACE, INC. WELFARE BENEFITS PLAN	CA	$866K	$4K	KAISER FOUNDATION HEALTH PLAN INC.
J.C. BROMAC, DBA EAGLERIDER J.C. BROMAC, DBA EAGLERIDER WELFARE BENEFITS PLAN	CA	$724K	$4K	AETNA LIFE INSURANCE COMPANY
RAINBOW GROCERY COOPERATIVE, INC. RAINBOW GROCERY COOPERATIVE, INC. MEDICAL PLAN	CA	$31K	$3K	UNITED OF OMAHA LIFE INSURANCE COMPANY
BEAM TECHNOLOGIES, LLC BEAM TECHNOLOGIES (BEAM BENEFITS) HEALTH AND WELFARE PLAN	OH	$53K	$2K	KAISER FOUNDATION HEALTH PLAN INC
JESUIT HIGH SCHOOL OF SACRAMENTO JESUIT HIGH SCHOOL OF SACRAMENTO WELFARE BENEFITS PLAN	CA	$1.4M	$2K	SUTTER HEALTH PLAN