PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
UNITED BROKERS & CAPTIVE MANAGEMENT

Welfare broker

UNITED BROKERS & CAPTIVE MANAGEMENT

Mailing address (most recent filing)

17151 NEW HOPOE STREET

SUITE 211

FOUNTAIN VALLEY, CA 92708

Total comp: $157K
Commissions: $157K
Fees: $0
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for UNITED BROKERS & CAPTIVE MANAGEMENT.

No sponsors where UNITED BROKERS & CAPTIVE MANAGEMENT is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
UNITED BROKERS & CAPTIVE MANAGEMENT

Welfare broker

UNITED BROKERS & CAPTIVE MANAGEMENT

Mailing address (most recent filing)

17151 NEW HOPOE STREET

SUITE 211

FOUNTAIN VALLEY, CA 92708

Total comp: $157K
Commissions: $157K
Fees: $0
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for UNITED BROKERS & CAPTIVE MANAGEMENT.

No sponsors where UNITED BROKERS & CAPTIVE MANAGEMENT is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms