Welfare broker

STEVEN REES

Mailing address (most recent filing)

3230 E MENADOTA DRIVE

PHOENIX, AZ 85050

Total comp: $490K
Commissions: $483K
Fees: $6K
Filings: 10
Sponsors: 10

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$8.2M	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
AZ	2	$8.2M	0.1%	85.91x

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 STEVEN REES's plans by broker comp / premium ratio. Median 2.19% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where STEVEN REES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CCS GLOBAL, LLC CCS GLOBAL LLC MEDICAL BENEFITS PLAN 9	AZ	$1.7M	$68K	BLUE CROSS BLUE SHIELD OF ARIZONA
NEW GEN ADMIN SERVICES LLC NEW GEN ADMIN SERVICES LLC MEDICAL BENEFIT PLAN 5	AZ	$6.5M	$26K	BLUE CROSS BLUE SHIELD OF ARIZONA