Welfare broker

LEVI & ASSOCIATES INSURANCE

Mailing address (most recent filing)

2790 NORTH FEDERAL HIGHWAY

3RD FLOOR

BOCA RATON, FL 33431

Total comp: $615K
Commissions: $542K
Fees: $72K
Filings: 16
Sponsors: 16

Carrier mix

Where LEVI & ASSOCIATES INSURANCE 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	3	$4.4M	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
FL	3	$4.4M	0.1%	25.39x

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 LEVI & ASSOCIATES INSURANCE's plans by broker comp / premium ratio. Median 6.00% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where LEVI & ASSOCIATES INSURANCE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
RETINA FLORIDA MSO, LLC RETINA FLORIDA MSO, LLC EMPLOYEE WELFARE BENEFIT PLAN	FL	$2.7M	$163K	BLUE CROSS BLUE SHIELD OF FLORIDA
EYE PHYSICIANS OF FLORIDA, LLP EYE PHYSICIANS OF FLORIDA, LLP HEALTH AND WELFARE PLAN	FL	$1.2M	$71K	BLUE CROSS BLUE SHIELD OF FLORIDA
FLORIDA TURNPIKE SERVICES, LLC FLORIDA TURNPIKE SERVICES WELFARE PLAN	FL	$473K	$37K	BLUE CROSS BLUE SHIELD OF FLORIDA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$4.4M

100.0%

State

Plans

Premium

State share

Index

$4.4M

0.1%

25.39x

Sponsor

Loc

Premium

Comp

Carrier

RETINA FLORIDA MSO, LLC

RETINA FLORIDA MSO, LLC EMPLOYEE WELFARE BENEFIT PLAN

$2.7M

$163K

BLUE CROSS BLUE SHIELD OF FLORIDA

EYE PHYSICIANS OF FLORIDA, LLP

EYE PHYSICIANS OF FLORIDA, LLP HEALTH AND WELFARE PLAN

$1.2M

$71K

BLUE CROSS BLUE SHIELD OF FLORIDA

FLORIDA TURNPIKE SERVICES, LLC

FLORIDA TURNPIKE SERVICES WELFARE PLAN

$473K

$37K

BLUE CROSS BLUE SHIELD OF FLORIDA