Welfare broker

HEALTHY HALO INSURANCE SERVICES INC

Mailing address (most recent filing)

3727 W MAGNOLIA BLVD. #829

BURBANK, CA 91502

Total comp: $77K
Commissions: $42K
Fees: $35K
Filings: 2
Sponsors: 2

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC50.0%
CALIFORNIA PHYSICIANS SERVICE50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$817K	50.0%
CALIFORNIA PHYSICIANS SERVICE	1	$1.9M	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	$2.7M	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 HEALTHY HALO INSURANCE SERVICES INC's plans by broker comp / premium ratio. Median 4.43% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where HEALTHY HALO INSURANCE SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ROYAL COACH TOURS ROYAL COACH TOURS WELFARE BENEFIT PLAN	CA	$817K	$52K	KAISER FOUNDATION HEALTH PLAN INC.
L.E. COPPERSMITH, INC. L.E. COPPERSMITH, INC. WELFARE BENEFIT PLAN	CA	$1.9M	$48K	CALIFORNIA PHYSICIANS' SERVICE

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$817K

50.0%

CALIFORNIA PHYSICIANS SERVICE

$1.9M

50.0%

State

Plans

Premium

State share

Index

$2.7M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

ROYAL COACH TOURS

ROYAL COACH TOURS WELFARE BENEFIT PLAN

$817K

$52K

KAISER FOUNDATION HEALTH PLAN INC.

L.E. COPPERSMITH, INC.

L.E. COPPERSMITH, INC. WELFARE BENEFIT PLAN

$1.9M

$48K

CALIFORNIA PHYSICIANS' SERVICE