# CMS MA / Part D agent and broker compensation limits (FMV initial and renewal caps, referral fee caps), CY2019-CY2027

`medicare_silver.ma_partd_agent_broker_compensation_limit_v1` · Medicare Advantage, Part D, Medicaid · status live · 118 rows

The most an MA organization, 1876 cost plan or PDP sponsor may pay an independent agent or broker each contract year, as CMS's annual HPMS memo prints it: fair market value for an initial enrollment, the renewal cap (at most 50% of FMV), and the referral/finder's fee cap; MA by jurisdiction (national; CT, PA, DC; CA, NJ; PR, VI), PDP national. Each row cites its memo, page and regulation. A regulatory ceiling, not what any plan pays.

**Grain.** One plan_year x program (MA / PDP) x payment type (initial, renewal, referral) x jurisdiction x memo version. 118 rows CY2019-CY2027; CY2025 carries two memos (12 current + 12 superseded; Athena d2b07c0d, 2026-10-13).

| column | type | meaning |
|---|---|---|
| plan_year | int |  |
| program | string |  |
| applies_to | string |  |
| payment_type | string |  |
| jurisdiction | string |  |
| jurisdiction_states | string |  |
| amount_usd | int |  |
| cap_rule | string |  |
| memo_status | string |  |
| superseded_by_doc_id | string |  |
| effective_start | date |  |
| effective_end | date |  |
| doc_id | string |  |
| source_doc_title | string |  |
| memo_date | date |  |
| memo_signer | string |  |
| source_url | string |  |
| source_page_url | string |  |
| source_member | string |  |
| page_number | int |  |
| section_citation | string |  |
| regulatory_basis | string |  |
| rounding_note | string |  |
| doc_sha256 | string |  |
| zip_sha256 | string |  |
| bronze_key | string |  |
| asserted_at | date |  |
| parser_artifact_hash | string |  |
| sha256_content_hash | string |  |

Query it: `query_substrate` with `SELECT ... FROM medicare_silver.ma_partd_agent_broker_compensation_limit_v1 WHERE ... LIMIT 100`; read `describe_data_source("medicare_silver.ma_partd_agent_broker_compensation_limit_v1")` first.