Welfare broker

GARY WELTMANN

Mailing address (most recent filing)

PO BOX 59816

POTOMAC, MD 20859

Total comp: $163K
Commissions: $160K
Fees: $2K
Filings: 5
Sponsors: 5

Carrier mix

Where GARY WELTMANN 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	2	$1.3M	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
NY	1	$1.0M	0.0%	9.91x
MD	1	$236K	0.1%	35.95x

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 GARY WELTMANN's plans by broker comp / premium ratio. Median 9.34% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where GARY WELTMANN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
RIVKIN RADLER LLP RIVKIN RADLER LLP WELFARE BENEFIT PLAN	NY	$1.0M	$89K	SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)
GORDON FEINBLATT LLC GORDON FEINBLATT WELFARE PLAN	MD	$236K	$24K	SUN LIFE ASSURANCE COMPANY OF CANADA