Welfare broker

FONTAINE MCLAREN INC

Mailing address (most recent filing)

27509 AGOURA RD STE 203

AGOURA HILLS, CA 91301

Total comp: $299K
Commissions: $297K
Fees: $2K
Filings: 5
Sponsors: 5

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
CALIFORNIA PHYSICIANS SERVICE50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$2.9M	50.0%
CALIFORNIA PHYSICIANS SERVICE	1	$1.2M	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
CA	2	$4.1M	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 FONTAINE MCLAREN INC's plans by broker comp / premium ratio. Median 6.20% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where FONTAINE MCLAREN INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
QVEST.US, LLC QVEST.US, LLC HEALTH AND WELFARE PLAN	CA	$2.9M	$171K	UNITEDHEALTHCARE INSURANCE COMPANY
CRI-HELP CRI-HELP ERISA WRAP	CA	$1.2M	$80K	CALIFORNIA PHYSICIANS' SERVICE

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$2.9M

50.0%

CALIFORNIA PHYSICIANS SERVICE

$1.2M

50.0%

State

Plans

Premium

State share

Index

$4.1M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

QVEST.US, LLC

QVEST.US, LLC HEALTH AND WELFARE PLAN

$2.9M

$171K

UNITEDHEALTHCARE INSURANCE COMPANY

CRI-HELP

CRI-HELP ERISA WRAP

$1.2M

$80K

CALIFORNIA PHYSICIANS' SERVICE