Welfare broker

PHILLIPS PACIFIC INSURANCE SERVICES

Mailing address (most recent filing)

SERVICES

31200 VIA COLINAS #103

THOUSAND OAKS, CA 91362

Total comp: $682K
Commissions: $682K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

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

CALIFORNIA CHOICE40.0%
UNITEDHEALTHCARE INSURANCE COMPANY20.0%
BLUE CROSS OF CALIFORNIA20.0%
ANTHEM LIFE INSURANCE COMPANY20.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CALIFORNIA CHOICE	2	$2.0M	40.0%
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.3M	20.0%
BLUE CROSS OF CALIFORNIA	1	$6.2M	20.0%
ANTHEM LIFE INSURANCE COMPANY	1	$3.0M	20.0%

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	4	$9.5M	0.0%	10.20x
FL	1	$3.0M	0.0%	5.08x

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 PHILLIPS PACIFIC INSURANCE SERVICES's plans by broker comp / premium ratio. Median 7.69% vs welfare-wide median 6.29% (n=5).

Prospect-flag exposure · vs market baseline

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

1-5 of 5 sponsors where PHILLIPS PACIFIC INSURANCE SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
AIR LEASE CORPORATION AIR LEASE CORPORATION EMPLOYEE WELFARE BENEFITS PLAN	CA	$6.2M	$476K	BLUE CROSS OF CALIFORNIA
AERCAP US/INTERNATIONAL LEASE FINANCIAL CORPORATION/ILFC AERCAP US HEALTH AND WELFARE PLAN	FL	$3.0M	$217K	ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
SCOOT HQ, LLC SCOOT HQ - HEADQUARTERS HEALTH AND WELFARE PLAN	CA	$1.0M	$93K	CALIFORNIA CHOICE
TEUTONIC HOLDINGS, LLC TEUTONIC HOLDINGS, LLC WELFARE BENEFIT PLANS	CA	$1.3M	$79K	UNITEDHEALTHCARE INSURANCE COMPANY
SCOOT EDUCATION, INC. SCOOT EDUCATION, INC. EMPLOYEE BENEFITS PLAN	CA	$975K	$75K	CALIFORNIA CHOICE