Welfare broker

PREFERRED PARTNERS INSURANCE AGENCY

Mailing address (most recent filing)

9121 ATLANTA AVENUE

#2989

HUNTINGTON BEACH, CA 92646

Total comp: $598K
Commissions: $554K
Fees: $44K
Filings: 4
Sponsors: 4

Carrier mix

Where PREFERRED PARTNERS INSURANCE AGENCY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

KAISER FOUNDATION HEALTH PLAN INC100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	2	$11.7M	100.0%

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	$11.7M	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 PREFERRED PARTNERS INSURANCE AGENCY's plans by broker comp / premium ratio. Median 5.04% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of PREFERRED PARTNERS INSURANCE AGENCY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where PREFERRED PARTNERS INSURANCE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES HATHAWAY-SYCAMORES HEALTH AND WELFARE BENEFITS PLAN	CA	$6.0M	$350K	KAISER FOUNDATION HEALTH PLAN
VALLEY PRESBYTERIAN HOSPITAL VALLEY PRESBYTERIAN HOSPITAL FLEXIBLE BENEFIT PLAN	CA	$5.7M	$242K	KAISER FOUNDATION HEALTH PLAN, INC.

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$11.7M

100.0%

State

Plans

Premium

State share

Index

$11.7M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES

HATHAWAY-SYCAMORES HEALTH AND WELFARE BENEFITS PLAN

$6.0M

$350K

KAISER FOUNDATION HEALTH PLAN

VALLEY PRESBYTERIAN HOSPITAL

VALLEY PRESBYTERIAN HOSPITAL FLEXIBLE BENEFIT PLAN

$5.7M

$242K

KAISER FOUNDATION HEALTH PLAN, INC.