Welfare broker

PICKERING INSURANCE SERVICES, INC.

Mailing address (most recent filing)

911 HACIENDA DR STE D

VISTA, CA 92081

Total comp: $148K
Commissions: $145K
Fees: $4K
Filings: 4
Sponsors: 4

Carrier mix

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

MEDIEXCEL HEALTH PLAN50.0%
ANTHEM LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
MEDIEXCEL HEALTH PLAN	1	$268K	50.0%
ANTHEM LIFE INSURANCE COMPANY	1	$147K	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	$415K	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 PICKERING INSURANCE SERVICES, INC.'s plans by broker comp / premium ratio. Median 13.78% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where PICKERING INSURANCE SERVICES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HOLLANDIA DAIRY, INC. HOLLANDIA DAIRY, INC. BENEFIT PLAN	CA	$268K	$36K	MEDIEXCEL HEALTH PLAN
CALL GROCERY INC CALL GROCERY INC DBA FRAZIER FARMS	CA	$147K	$21K	ANTHEM BLUE CROSS BLUE SHIELD

Carrier

Plans

Premium

MEDIEXCEL HEALTH PLAN

$268K

50.0%

ANTHEM LIFE INSURANCE COMPANY

$147K

50.0%

State

Plans

Premium

State share

Index

$415K

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

HOLLANDIA DAIRY, INC.

HOLLANDIA DAIRY, INC. BENEFIT PLAN

$268K

$36K

MEDIEXCEL HEALTH PLAN

CALL GROCERY INC

CALL GROCERY INC DBA FRAZIER FARMS

$147K

$21K

ANTHEM BLUE CROSS BLUE SHIELD