PlanOptica

Managing Agent

Mailing address (most recent filing)
UNKNOWN
AMHERST, NY 14228
Total comp
$7K
Commissions
$7K
Fees
$0
Filings
4
Sponsors
4

Managing Agent summary

Managing Agent appears as a broker on 4 Form 5500 Schedule A filings for 4 employer sponsors. Insurers reported $7K in commissions and fees paid to Managing Agent. Most client plans are sponsored in MI. The most common carriers in the book are BCBS of Michigan. The largest clients include The Lighthouse Inc..

Primary-broker plans
1
Covered premium
$714K
Market share
0.000%
Of all reported broker comp

Top 1 client plans by premium

Plans where Managing Agent is the primary broker on the latest filing

SponsorStatePremiumCovered
The Lighthouse Inc.MI$98K30

Top client states

  • MI1 plan

Frequently asked questions

Who uses Managing Agent?
4 employer sponsors list Managing Agent as a broker on Schedule A of Form 5500. The largest clients include The Lighthouse Inc.. Most client plans are sponsored in MI.
How many employer plans does Managing Agent serve?
Managing Agent appears on 4 Schedule A filings for 4 employer health and benefits plan sponsors.
How much does Managing Agent earn?
Insurers reported $7K in total compensation paid to Managing Agent: $7K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

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  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-1 of 1 sponsor where Managing Agent is the primary broker (latest filing per plan).

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Pro unlocks:
  • Every client plan on this book
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  • Premium and broker pay per plan
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