Welfare broker

GARY R SIMS

Mailing address (most recent filing)

7840 EL CAJON BLVD STE 303

LA MESA, CA 919420618

Total comp: $109K
Commissions: $109K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where GARY R SIMS places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SHARP HEALTH PLAN50.0%
PRINCIPAL LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SHARP HEALTH PLAN	1	$1.2M	50.0%
PRINCIPAL LIFE INSURANCE COMPANY	1	$12K	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	$1.2M	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 GARY R SIMS's plans by broker comp / premium ratio. Median 10.56% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of GARY R SIMS's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where GARY R SIMS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VISION SYSTEMS, INC. VISION SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLAN	CA	$1.2M	$69K	SHARP HEALTH PLAN
ASM AFFILIATES, INC. ASM AFFILIATES INC BENEFIT PLAN	CA	$12K	$2K	PRINCIPAL LIFE INSURANCE COMPANY