PlanOptica

Max Efficient Insurance

Mailing address (most recent filing)
19009 SE OLD TRAIL DRIVE WEST
JUPITER, FL 33478
Total comp
$40K
Commissions
$40K
Fees
$0
Filings
3
Sponsors
3

Max Efficient Insurance summary

Max Efficient Insurance appears as a broker on 3 Form 5500 Schedule A filings for 3 employer sponsors. Insurers reported $40K in commissions and fees paid to Max Efficient Insurance. Most client plans are sponsored in MD and FL. The most common carriers in the book are Sun Life Financial and Reliance Standard Life Insurance Company. The largest clients include Bakery Express of Central Florida, Inc. and Bakery Express Mid Atlantic, Inc.

Primary-broker plans
2
Covered premium
$579K
Market share
0.000%
Of all reported broker comp

Top 2 client plans by premium

Plans where Max Efficient Insurance is the primary broker on the latest filing

Top client states

  • MD1 plan
  • FL1 plan

Frequently asked questions

Who uses Max Efficient Insurance?
3 employer sponsors list Max Efficient Insurance as a broker on Schedule A of Form 5500. The largest clients include Bakery Express of Central Florida, Inc. and Bakery Express Mid Atlantic, Inc. Most client plans are sponsored in MD and FL.
How many employer plans does Max Efficient Insurance serve?
Max Efficient Insurance appears on 3 Schedule A filings for 3 employer health and benefits plan sponsors.
How much does Max Efficient Insurance earn?
Insurers reported $40K in total compensation paid to Max Efficient Insurance: $40K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Max Efficient Insurance analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-2 of 2 sponsors where Max Efficient Insurance is the primary broker (latest filing per plan).

See 2 client plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan