Welfare broker

ADAMSON MCGOLDRICK INC AGENCY

Mailing address (most recent filing)

1150 E ORANGETHORPE AVE STE 100

PLACENTIA, CA 928705203

Total comp: $63K
Commissions: $60K
Fees: $3K
Filings: 1
Sponsors: 1

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$1.6M	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
CA	1	$1.6M	0.0%	12.75x

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 ADAMSON MCGOLDRICK INC AGENCY's plans by broker comp / premium ratio. Median 4.45% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where ADAMSON MCGOLDRICK INC AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OUR BEST ASSETS INC. OUR BEST ASSETS, INC. HEALTH AND WELFARE PLAN	CA	$1.6M	$71K	KAISER FOUNDATION HEALTH PLAN INC