PlanOptica

Steven Rees

Mailing address (most recent filing)
3230 E MENADOTA DRIVE
PHOENIX, AZ 85050
Total comp
$463K
Commissions
$456K
Fees
$6K
Filings
9
Sponsors
9

Steven Rees summary

Steven Rees appears as a broker on 9 Form 5500 Schedule A filings for 9 employer sponsors. Insurers reported $463K in commissions and fees paid to Steven Rees. Most client plans are sponsored in AZ. The most common carriers in the book are BCBS of Arizona. The largest clients include CCS Global, LLC and New Gen Admin Services LLC.

Primary-broker plans
2
Covered premium
$16.4M
Market share
0.004%
Of all reported broker comp

Top 2 client plans by premium

Plans where Steven Rees is the primary broker on the latest filing

SponsorStatePremiumCovered
New Gen Admin Services LLCAZ$6.5M101
CCS Global, LLCAZ$1.7M298

Top client states

  • AZ2 plans

Frequently asked questions

Who uses Steven Rees?
9 employer sponsors list Steven Rees as a broker on Schedule A of Form 5500. The largest clients include CCS Global, LLC and New Gen Admin Services LLC. Most client plans are sponsored in AZ.
How many employer plans does Steven Rees serve?
Steven Rees appears on 9 Schedule A filings for 9 employer health and benefits plan sponsors.
How much does Steven Rees earn?
Insurers reported $463K in total compensation paid to Steven Rees: $456K in commissions and $6K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Steven Rees 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 Steven Rees 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