Welfare broker

SIERRA BENEFIT SOLUTIONS

Mailing address (most recent filing)

PO BOX 457

PILOT HILL, CA 95664

Total comp: $282K
Commissions: $281K
Fees: $796
Filings: 5
Sponsors: 5

Carrier mix

Where SIERRA BENEFIT SOLUTIONS places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

CALIFORNIA CHOICE66.7%
KAISER FOUNDATION HEALTH PLAN INC33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CALIFORNIA CHOICE	2	$1.0M	66.7%
KAISER FOUNDATION HEALTH PLAN INC	1	$2.7M	33.3%

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	3	$3.7M	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 SIERRA BENEFIT SOLUTIONS's plans by broker comp / premium ratio. Median 6.24% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of SIERRA BENEFIT SOLUTIONS's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where SIERRA BENEFIT SOLUTIONS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BLVD RESIDENTIAL INC. BLVD RESIDENTIAL INC. WELFARE BENEFITS PLAN	CA	$2.7M	$143K	KAISER FOUNDATION HEALTH PLAN INC
KEVIN SULLIVAN & ASSOCIATES, INC. KEVIN SULLIVAN & ASSOCIATES, INC. WELFARE BENEFIT PLAN	CA	$640K	$52K	CALIFORNIACHOICE
PACFUL, INC. PACFUL, INC. EMPLOYEE BENEFIT PLAN	CA	$370K	$23K	CALIFORNIACHOICE

Carrier

Plans

Premium

CALIFORNIA CHOICE

$1.0M

66.7%

KAISER FOUNDATION HEALTH PLAN INC

$2.7M

33.3%

State

Plans

Premium

State share

Index

$3.7M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

BLVD RESIDENTIAL INC.

BLVD RESIDENTIAL INC. WELFARE BENEFITS PLAN

$2.7M

$143K

KAISER FOUNDATION HEALTH PLAN INC

KEVIN SULLIVAN & ASSOCIATES, INC.

KEVIN SULLIVAN & ASSOCIATES, INC. WELFARE BENEFIT PLAN

$640K

$52K

CALIFORNIACHOICE

PACFUL, INC.

PACFUL, INC. EMPLOYEE BENEFIT PLAN

$370K

$23K

CALIFORNIACHOICE