Welfare broker

CORMANY AND CHUNG, LLC

Mailing address (most recent filing)

1422 EDINGER AVE., SUITE 200

TUSTIN, CA 92780

Total comp: $464K
Commissions: $392K
Fees: $71K
Filings: 4
Sponsors: 4

Carrier mix

Where CORMANY AND CHUNG, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

AETNA LIFE INSURANCE COMPANY66.7%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	2	$6.9M	66.7%
BLUE CROSS OF CALIFORNIA	1	$1.5M	33.3%

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	3	$8.5M	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 CORMANY AND CHUNG, LLC's plans by broker comp / premium ratio. Median 6.12% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of CORMANY AND CHUNG, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where CORMANY AND CHUNG, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GRIFFITH COMPANY GRIFFITH COMPANY WELFARE BENEFITS PLAN	CA	$3.7M	$253K	AETNA HEALTH, INC.
MILLIE AND SEVERSON, INCORPORATED MILLIE AND SEVERSON, INCORPORATED WELFARE BENEFITS PLAN	CA	$3.2M	$171K	AETNA HEALTH, INC.
SOUTH BAY FORD SOUTH BAY FORD WELFARE BENEFITS PLAN	CA	$1.5M	$94K	CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Carrier

Plans

Premium

AETNA LIFE INSURANCE COMPANY

$6.9M

66.7%

BLUE CROSS OF CALIFORNIA

$1.5M

33.3%

State

Plans

Premium

State share

Index

$8.5M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

GRIFFITH COMPANY

GRIFFITH COMPANY WELFARE BENEFITS PLAN

$3.7M

$253K

AETNA HEALTH, INC.

MILLIE AND SEVERSON, INCORPORATED

MILLIE AND SEVERSON, INCORPORATED WELFARE BENEFITS PLAN

$3.2M

$171K

AETNA HEALTH, INC.

SOUTH BAY FORD

SOUTH BAY FORD WELFARE BENEFITS PLAN

$1.5M

$94K

CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)