Welfare broker

MAXEFFICIENT

Mailing address (most recent filing)

19009 SE OLD TRAIL DRIVE WEST

JUPITER, FL 33478

Total comp: $13K
Commissions: $13K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$121K	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
MD	1	$121K	0.1%	72.25x

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 MAXEFFICIENT's plans by broker comp / premium ratio. Median 18.15% vs welfare-wide median 6.31% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MAXEFFICIENT is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BAKERY EXPRESS MID ATLANTIC, INC BAKERY EXPRESS MID ATLANTIC, INC HEALTH AND WELFARE BENEFIT PLAN	MD	$121K	$22K	RELIANCE STANDARD LIFE INSURANCE COMPANY