Welfare broker

BRUMBAUGH WEALTH MANAGEMENT LLC

Mailing address (most recent filing)

415 EAGLEVIEW BLVD STE 110

EXTON, PA 19341

Total comp: $18K
Commissions: $18K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

HARTFORD LIFE AND ACCIDENT100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HARTFORD LIFE AND ACCIDENT	1	$128K	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
PA	1	$128K	0.0%	23.98x

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 BRUMBAUGH WEALTH MANAGEMENT LLC's plans by broker comp / premium ratio. Median 17.69% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where BRUMBAUGH WEALTH MANAGEMENT LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HARMELIN AND ASSOCIATES, INC. HARMELIN AND ASSOCIATES, INC. LIFE AND AD&D PLAN	PA	$128K	$23K	HARTFORD LIFE AND ACCIDENT