Welfare broker

JOHN M FICKEWIRTH AND ASSOCIATION I

Mailing address (most recent filing)

2575 VISTA DEL MAR DRIVE SUITE 201

VENTURA, CA 93001

Total comp: $2.3M
Commissions: $1.3M
Fees: $928K
Filings: 6
Sponsors: 6

Carrier mix

Where JOHN M FICKEWIRTH AND ASSOCIATION I places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

METROPOLITAN LIFE INSURANCE COMPANY33.3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33.3%
ANTHEM LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$13.4M	33.3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$2.1M	33.3%
ANTHEM LIFE INSURANCE COMPANY	1	$1.0M	33.3%

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	3	$16.6M	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 JOHN M FICKEWIRTH AND ASSOCIATION I's plans by broker comp / premium ratio. Median 10.57% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of JOHN M FICKEWIRTH AND ASSOCIATION I's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where JOHN M FICKEWIRTH AND ASSOCIATION I is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BOARD OF TRUSTEES OF THE SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH TRUST FUND	CA	$13.4M	$1.4M	METROPOLITAN LIFE INSURANCE COMPANY
AFSCME LOCAL 2076 AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST	CA	$2.1M	$354K	GUARDIAN
RAPATTONI CORP. RAPATTONI CORP. EMPLOYEE BENEFITS PLAN	CA	$1.0M	$59K	ANTHEM BLUE CROSS

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$13.4M

33.3%

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$2.1M

33.3%

ANTHEM LIFE INSURANCE COMPANY

$1.0M

33.3%

State

Plans

Premium

State share

Index

$16.6M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

BOARD OF TRUSTEES OF THE SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH

SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH TRUST FUND

$13.4M

$1.4M

METROPOLITAN LIFE INSURANCE COMPANY

AFSCME LOCAL 2076

AFSCME LOCAL 2076 ORANGE COUNTY BENEFITS TRUST

$2.1M

$354K

GUARDIAN

RAPATTONI CORP.

RAPATTONI CORP. EMPLOYEE BENEFITS PLAN

$1.0M

$59K

ANTHEM BLUE CROSS