Welfare broker

VALUEPRO INSURANCE SOLUTIONS

Mailing address (most recent filing)

500 FESLER ST SUITE 103

EL CAJON, CA 82020

Total comp: $150K
Commissions: $150K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

SHARP HEALTH PLAN50.0%
MEDIEXCEL HEALTH PLAN50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SHARP HEALTH PLAN	1	$2.2M	50.0%
MEDIEXCEL HEALTH PLAN	1	$378K	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	$2.6M	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 VALUEPRO INSURANCE SOLUTIONS's plans by broker comp / premium ratio. Median 5.20% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where VALUEPRO INSURANCE SOLUTIONS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
LA MAETSTRA FAMILY CLINIC, INC. LA MAESTRA BENEFIT PLAN	CA	$2.2M	$109K	SHARP HEALTH PLAN
LA MAETSTRA FAMILY CLINIC, INC. LA MAESTRA BENEFIT PLAN	CA	$378K	$20K	MEDIEXCEL HEALTH PLAN

Carrier

Plans

Premium

SHARP HEALTH PLAN

$2.2M

50.0%

MEDIEXCEL HEALTH PLAN

$378K

50.0%

State

Plans

Premium

State share

Index

$2.6M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

LA MAETSTRA FAMILY CLINIC, INC.

LA MAESTRA BENEFIT PLAN

$2.2M

$109K

SHARP HEALTH PLAN

LA MAETSTRA FAMILY CLINIC, INC.

LA MAESTRA BENEFIT PLAN

$378K

$20K

MEDIEXCEL HEALTH PLAN