Welfare broker

DAVID M. PETTENGILL

Mailing address (most recent filing)

460 NEWTON STREET

SOUTH HADLEY, MA 01075

Total comp: $8K
Commissions: $8K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where DAVID M. PETTENGILL 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	1	$115K	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
MA	1	$115K	0.0%	46.22x

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 DAVID M. PETTENGILL's plans by broker comp / premium ratio. Median 9.22% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of DAVID M. PETTENGILL's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where DAVID M. PETTENGILL is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NORTHERN TREE SERVICE, LLC NORTHERN TREE SERVICE, LLC GROUP HEALTH PLAN	MA	$115K	$11K	SUN LIFE ASSURANCE COMPANY OF CANADA