Welfare broker

MILESTONE INSURANCE BROKERS INC.

Mailing address (most recent filing)

8 CORPORATE PARK STE 130

IRVINE, CA 92606

Total comp: $880K
Commissions: $880K
Fees: $100
Filings: 5
Sponsors: 5

Carrier mix

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

UNITED HEALTHCARE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED HEALTHCARE INSURANCE COMPANY	1	$17.2M	50.0%
BLUE CROSS OF CALIFORNIA	1	$514K	50.0%

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	2	$17.7M	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 MILESTONE INSURANCE BROKERS INC.'s plans by broker comp / premium ratio. Median 5.12% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where MILESTONE INSURANCE BROKERS INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FREEDOM FOREVER, LLC FREEDOM FOREVER WELFARE BENEFITS PLAN	CA	$17.2M	$899K	UNITED HEALTHCARE INSURANCE COMPANY
BREWERY X LLC BREWERY X LLC BENEFIT PLAN	CA	$514K	$26K	BLUE CROSS OF CALIFORNIA

Carrier

Plans

Premium

UNITED HEALTHCARE INSURANCE COMPANY

$17.2M

50.0%

BLUE CROSS OF CALIFORNIA

$514K

50.0%

State

Plans

Premium

State share

Index

$17.7M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

FREEDOM FOREVER, LLC

FREEDOM FOREVER WELFARE BENEFITS PLAN

$17.2M

$899K

UNITED HEALTHCARE INSURANCE COMPANY

BREWERY X LLC

BREWERY X LLC BENEFIT PLAN

$514K

$26K

BLUE CROSS OF CALIFORNIA