Welfare broker

FORSBERG INSURANCE PLANNING

Mailing address (most recent filing)

85 SAMOSET STREET

PLYMOUTH, MA 02360

Total comp: $185K
Commissions: $146K
Fees: $39K
Filings: 4
Sponsors: 4

Carrier mix

Where FORSBERG INSURANCE PLANNING places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$0	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	$0	0.0%	46.22x

Top industries

No industry data.

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 FORSBERG INSURANCE PLANNING's plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where FORSBERG INSURANCE PLANNING is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BUCKLEY ASSOCIATES, INC. BUCKLEY ASSOCIATES, INC.	MA	$0	$10K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA