Welfare broker

BEN WERTZBERGER & ASSOC LP

Mailing address (most recent filing)

26 WILSON STREET

BROOKLYN, NY 11249

Total comp: $187K
Commissions: $187K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where BEN WERTZBERGER & ASSOC LP places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	2	$804K	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
NY	1	$531K	0.0%	9.91x
KY	1	$273K	0.0%	9.85x

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 BEN WERTZBERGER & ASSOC LP's plans by broker comp / premium ratio. Median 13.07% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of BEN WERTZBERGER & ASSOC LP's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where BEN WERTZBERGER & ASSOC LP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BLUEGRASS HEALTH PARTNERS KENTUCKY HEALTH BENEFIT TRUST	NY	$531K	$87K	SUN LIFE AND HEALTH INSURANCE COMPANY
PENSACOLA HEALTH PARTNERS, LLC FLORIDA HEALTH BENEFIT TRUST	KY	$273K	$27K	SUN LIFE AND HEALTH INSURANCE COMPANY

Carrier

Plans

Premium

SUN LIFE ASSURANCE COMPANY OF CANADA

$804K

100.0%

State

Plans

Premium

State share

Index

$531K

0.0%

9.91x

$273K

0.0%

9.85x

Sponsor

Loc

Premium

Comp

Carrier

BLUEGRASS HEALTH PARTNERS

KENTUCKY HEALTH BENEFIT TRUST

$531K

$87K

SUN LIFE AND HEALTH INSURANCE COMPANY

PENSACOLA HEALTH PARTNERS, LLC

FLORIDA HEALTH BENEFIT TRUST

$273K

$27K

SUN LIFE AND HEALTH INSURANCE COMPANY