Welfare broker

DENNIS LEE INSURANCE SERVICES INC

Mailing address (most recent filing)

4688 W JENNIFER AVE

#103

FRESNO, CA 93722

Total comp: $167K
Commissions: $167K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

AETNA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	1	$4.7M	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
CA	1	$4.7M	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 DENNIS LEE INSURANCE SERVICES INC's plans by broker comp / premium ratio. Median 3.42% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where DENNIS LEE INSURANCE SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PARAGON INDUSTRIES INC BEDROSIANS 125 CAFETERIA PLAN	CA	$4.7M	$161K	AETNA HEALTH, INC.