Welfare broker

CAMPBELL PETRIE, INC.

Mailing address (most recent filing)

1460 ROUTE 9 NORTH

STE 200

WOODBRIDGE, NJ 07095

Total comp: $269K
Commissions: $186K
Fees: $84K
Filings: 8
Sponsors: 8

Carrier mix

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

HCC LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HCC LIFE INSURANCE COMPANY	2	$1.3M	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
NJ	2	$1.3M	0.1%	46.37x

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 CAMPBELL PETRIE, INC.'s plans by broker comp / premium ratio. Median 17.33% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where CAMPBELL PETRIE, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE ARC OF MONMOUTH, INC. THE ARC OF MONMOUTH, INC. MEDICAL PLAN	NJ	$668K	$124K	HCC LIFE INSURANCE COMPANY
THE ARC, OCEAN COUNTY CHAPTER, INC. THE ARC OCEAN COUNTY CHAPTER INC. HEALTH & WELFARE PLAN	NJ	$672K	$108K	HCC LIFE INSURANCE COMPANY

Carrier

Plans

Premium

HCC LIFE INSURANCE COMPANY

$1.3M

100.0%

State

Plans

Premium

State share

Index

$1.3M

0.1%

46.37x

Sponsor

Loc

Premium

Comp

Carrier

THE ARC OF MONMOUTH, INC.

THE ARC OF MONMOUTH, INC. MEDICAL PLAN

$668K

$124K

HCC LIFE INSURANCE COMPANY

THE ARC, OCEAN COUNTY CHAPTER, INC.

THE ARC OCEAN COUNTY CHAPTER INC. HEALTH & WELFARE PLAN

$672K

$108K

HCC LIFE INSURANCE COMPANY