Welfare broker

VANTREO INSURANCE BROKERAGE

Mailing address (most recent filing)

1950 WEST CORPORATE WAY, SUITE 1

ANAHEIM, CA 92801

Total comp: $142K
Commissions: $107K
Fees: $35K
Filings: 10
Sponsors: 10

Carrier mix

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

SUTTER HEALTH PLAN100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUTTER HEALTH PLAN	1	$584K	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	1	$584K	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 VANTREO INSURANCE BROKERAGE's plans by broker comp / premium ratio. Median 6.68% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where VANTREO INSURANCE BROKERAGE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
STRAUCH MANAGEMENT LLC STRAUCH MANAGEMENT LLC WELFARE BENEFIT PLAN	CA	$584K	$39K	SUTTER HEALTH PLAN