Welfare broker

MINDSHARE BENEFITS & INSURANCE SERV

Mailing address (most recent filing)

180 SPRING ST

PLEASANTON, CA 94566

Total comp: $253K
Commissions: $253K
Fees: $680
Filings: 5
Sponsors: 5

Carrier mix

Where MINDSHARE BENEFITS & INSURANCE SERV places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

KAISER FOUNDATION HEALTH PLAN INC50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$948K	50.0%
BLUE CROSS OF CALIFORNIA	1	$1.7M	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	$2.7M	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 MINDSHARE BENEFITS & INSURANCE SERV's plans by broker comp / premium ratio. Median 6.56% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where MINDSHARE BENEFITS & INSURANCE SERV is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ENDSIGHT ENDSIGHT HEALTH AND WELFARE PLAN	CA	$1.7M	$110K	BLUE SHIELD OF CALIFORNIA
EVICTION DEFENSE COLLABORATIVE EVICTION DEFENSE COLLABORATIVE HEALTH AND WELFARE PLAN	CA	$948K	$64K	KAISER FOUNDATION HEALTH PLAN, INC

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$948K

50.0%

BLUE CROSS OF CALIFORNIA

$1.7M

50.0%

State

Plans

Premium

State share

Index

$2.7M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

ENDSIGHT

ENDSIGHT HEALTH AND WELFARE PLAN

$1.7M

$110K

BLUE SHIELD OF CALIFORNIA

EVICTION DEFENSE COLLABORATIVE

EVICTION DEFENSE COLLABORATIVE HEALTH AND WELFARE PLAN

$948K

$64K

KAISER FOUNDATION HEALTH PLAN, INC