Welfare broker

HILLCREST INSURANCE SERVICES, INC.

Mailing address (most recent filing)

11601 WILSHIRE BLVD., SUITE 500

LOS ANGELES, CA 90025

Total comp: $557K
Commissions: $557K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$4.8M	100.0%

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	1	$4.8M	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 HILLCREST INSURANCE SERVICES, INC.'s plans by broker comp / premium ratio. Median 6.12% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where HILLCREST INSURANCE SERVICES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
STEP UP ON SECOND STREET, INC. STEP UP ON SECOND HEALTH & WELFARE BENEFIT PLAN	CA	$4.8M	$296K	KAISER FOUNDATION HEALTH PLAN INC.

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$4.8M

100.0%

State

Plans

Premium

State share

Index

$4.8M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

STEP UP ON SECOND STREET, INC.

STEP UP ON SECOND HEALTH & WELFARE BENEFIT PLAN

$4.8M

$296K

KAISER FOUNDATION HEALTH PLAN INC.