Welfare broker

MANAGED BENEFITS, INC.

Mailing address (most recent filing)

1565 MCFARLAND RD.

PITTSBURGH, PA 15216

Carrier mix

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.7M	16.7%
PAN-AMERICAN LIFE INSURANCE COMPANY	1	$632K	16.7%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$5.7M	16.7%
BLUE CROSS OF CALIFORNIA	1	$1.9M	16.7%
ANTHEM LIFE INSURANCE COMPANY	1	$417K	16.7%
AETNA LIFE INSURANCE COMPANY	1	$5.6M	16.7%

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
VA	4	$13.4M	0.2%	30.59x
TX	1	$632K	0.0%	2.79x
PA	1	$1.9M	0.0%	4.00x

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 MANAGED BENEFITS, INC.'s plans by broker comp / premium ratio. Median 3.42% vs welfare-wide median 6.29% (n=6).

Prospect-flag exposure · vs market baseline

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

1-6 of 6 sponsors where MANAGED BENEFITS, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MOSELEY ARCHITECTS MOSELEY ARCHITECTS' HEALTH & WELFARE BENEFIT PLAN	VA	$5.7M	$197K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
YELLOWHOUSE MACHINERY COMPANY YELLOWHOUSE MACHINERY COMPANY HEALTH & WELFARE BENEFIT PLAN	TX	$632K	$172K	PAN AMERICAN LIFE INSURANCE COMPANY
1ST ADVANTAGE FEDERAL CREDIT UNION 1ST ADVANTAGE FEDERAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN	VA	$417K	$83K	ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS
GENERAL SERVICES CORPORATION GENERAL SERVICES CORPORATION HEALTH & WELFARE PLAN	VA	$5.6M	$66K	AETNA LIFE INSURANCE CO.
SARRIS CANDIES, INC. SARRIS CANDIES MEDICAL, DENTAL AND VISION PLAN	PA	$1.9M	$63K	HIGHMARK, INC.
ST. JOSEPH'S VILLA ST. JOSEPH'S VILLA HEALTH & WELFARE BENEFIT PLAN	VA	$1.7M	$23K	UNITEDHEALTHCARE INSURANCE COMPANY