Welfare broker

MYERS-STEVENS & TOOHEY CO INC

Mailing address (most recent filing)

26101 MARGUERITE PARKWAY

MISSION VIEJO, CA 92692

Total comp: $115K
Commissions: $14K
Fees: $100K
Filings: 2
Sponsors: 2

Carrier mix

Where MYERS-STEVENS & TOOHEY CO INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

RELIANCE STANDARD LIFE INSURANCE COMPANY50.0%
METROPOLITAN LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$8K	50.0%
METROPOLITAN LIFE INSURANCE COMPANY	1	$5.0M	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	$5.0M	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 MYERS-STEVENS & TOOHEY CO INC's plans by broker comp / premium ratio. Median 10.10% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of MYERS-STEVENS & TOOHEY CO INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where MYERS-STEVENS & TOOHEY CO INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
INSURANCE AND BENEFITS TRUST OF THE PORAC INSURANCE AND BENEFITS TRUST OF THE PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA - SAFETY	CA	$5.0M	$113K	METROPOLITAN LIFE INSURANCE COMPANY
INSURANCE AND BENEFITS TRUST OF THE PORAC - NON-SAFETY INSURANCE AND BENEFITS TRUST OF THE PORAC - NON-SAFETY	CA	$8K	$1K	RELIANCE STANDARD LIFE INSURANCE COMPANY

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$8K

50.0%

METROPOLITAN LIFE INSURANCE COMPANY

$5.0M

50.0%

State

Plans

Premium

State share

Index

$5.0M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

INSURANCE AND BENEFITS TRUST OF THE PORAC

INSURANCE AND BENEFITS TRUST OF THE PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA - SAFETY

$5.0M

$113K

METROPOLITAN LIFE INSURANCE COMPANY

INSURANCE AND BENEFITS TRUST OF THE PORAC - NON-SAFETY

$8K

$1K

RELIANCE STANDARD LIFE INSURANCE COMPANY