Welfare broker

MAX EFFICIENT INSURANCE

Mailing address (most recent filing)

19009 SE OLD TRAIL DR. W.

JUPITER, FL 33478

Total comp: $11K
Commissions: $11K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$153K	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	1	$153K	0.0%	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 MAX EFFICIENT INSURANCE's plans by broker comp / premium ratio. Median 15.23% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MAX EFFICIENT INSURANCE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BAKERY EXPRESS OF CENTRAL FLORIDA, INC. BAKERY EXPRESS OF CENTRAL FLORIDA WELFARE BENEFITS PLAN	FL	$153K	$23K	SUN LIFE ASSURANCE COMPANY OF CANADA