Welfare broker

COREMARK INSURANCE SERVICES, INC.

Mailing address (most recent filing)

4430 DUCKHORN DRIVE

SACRAMENTO, CA 95834

Total comp: $125K
Commissions: $125K
Fees: $28
Filings: 7
Sponsors: 7

Carrier mix

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

PRINCIPAL LIFE INSURANCE COMPANY50.0%
KAISER FOUNDATION HEALTH PLAN INC50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$82K	50.0%
KAISER FOUNDATION HEALTH PLAN INC	1	$1.6M	50.0%

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	2	$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 COREMARK INSURANCE SERVICES, INC.'s plans by broker comp / premium ratio. Median 6.81% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where COREMARK INSURANCE SERVICES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SONRAY SOLAR INC. SONRAY SOLAR INC HEALTH & WELFARE BENEFIT PLAN	CA	$1.6M	$74K	KAISER FOUNDATION HEALTH PLAN, INC.
NEW PINA VINEYARD MANAGEMENT LLC NEW PINA VINEYARD MANAGEMENT LLC HEALTH & WELFARE BENEFIT PLAN	CA	$82K	$7K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

PRINCIPAL LIFE INSURANCE COMPANY

$82K

50.0%

KAISER FOUNDATION HEALTH PLAN INC

$1.6M

50.0%

State

Plans

Premium

State share

Index

$1.6M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

SONRAY SOLAR INC.

SONRAY SOLAR INC HEALTH & WELFARE BENEFIT PLAN

$1.6M

$74K

KAISER FOUNDATION HEALTH PLAN, INC.

NEW PINA VINEYARD MANAGEMENT LLC

NEW PINA VINEYARD MANAGEMENT LLC HEALTH & WELFARE BENEFIT PLAN

$82K

$7K

PRINCIPAL LIFE INSURANCE COMPANY