Welfare broker

INTELLIBENEFITS INSURANCE SERVICES

Mailing address (most recent filing)

2522 CHAMBERS ROAD, SUITE 121

TUSTIN, CA 92780

Total comp: $156K
Commissions: $156K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

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

BLUE CROSS OF CALIFORNIA50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$607K	50.0%
AETNA LIFE INSURANCE COMPANY	1	$500K	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	1	$500K	0.0%	6.38x
AZ	1	$607K	0.1%	42.95x

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 INTELLIBENEFITS INSURANCE SERVICES's plans by broker comp / premium ratio. Median 6.57% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
SPEEDIE & ASSOCIATES, INC. SPEEDIE AND ASSOCIATES ERISA WRAP PLAN	AZ	$607K	$48K	BLUE CROSS BLUE SHIELD OF ARIZONA
SAFEWAY BUILDING SYSTEMS, INC. SAFEWAY BUILDING SYSTEMS, INC. WELFARE BENEFIT PLAN	CA	$500K	$26K	AETNA HEALTH, INC.

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$607K

50.0%

AETNA LIFE INSURANCE COMPANY

$500K

50.0%

State

Plans

Premium

State share

Index

$500K

0.0%

6.38x

$607K

0.1%

42.95x

Sponsor

Loc

Premium

Comp

Carrier

SPEEDIE & ASSOCIATES, INC.

SPEEDIE AND ASSOCIATES ERISA WRAP PLAN

$607K

$48K

BLUE CROSS BLUE SHIELD OF ARIZONA

SAFEWAY BUILDING SYSTEMS, INC.

SAFEWAY BUILDING SYSTEMS, INC. WELFARE BENEFIT PLAN

$500K

$26K

AETNA HEALTH, INC.