Welfare broker

JACARANDA INSURANCE AGENCY INC

Mailing address (most recent filing)

5785 CORPORATE AVENUE

CYPRESS, CA 90630

Total comp: $200K
Commissions: $200K
Fees: $86
Filings: 1
Sponsors: 1

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$3.9M	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	$3.9M	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 JACARANDA INSURANCE AGENCY INC's plans by broker comp / premium ratio. Median 5.53% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where JACARANDA INSURANCE AGENCY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC EMPLOYEE BENEFITS PLAN	CA	$3.9M	$215K	BLUE CROSS OF CALIFORNIA