Welfare broker

GOETZMANN & ASSOCIATES LLC

Mailing address (most recent filing)

1001 W FAYETTE ST

SYRACUSE, NY 13204

Total comp: $312K
Commissions: $312K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where GOETZMANN & ASSOCIATES LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA66.7%
MVP HEALTH CARE33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$3.8M	66.7%
MVP HEALTH CARE	1	$5.8M	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
NY	3	$9.6M	0.1%	19.82x

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 GOETZMANN & ASSOCIATES LLC's plans by broker comp / premium ratio. Median 3.82% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of GOETZMANN & ASSOCIATES LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where GOETZMANN & ASSOCIATES LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FAMILYCARE MEDICAL GROUP, P.C. FAMILYCARE MEDICAL GROUP, P.C. FLEXIBLE BENEFITS PLAN	NY	$5.8M	$165K	MVP HEALTH CARE
MIRBEAU INN & SPA MIRBEAU INN & SPA EMPLOYEE BENEFITS PLAN	NY	$1.9M	$74K	EXCELLUS BLUE CROSS BLUE SHIELD
WEITSMAN RECYCLING LLC WEITSMAN RECYCLING LLC EMPLOYEE BENEFITS PLAN	NY	$1.9M	$73K	EXCELLUS BLUE CROSS BLUE SHIELD

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$3.8M

66.7%

MVP HEALTH CARE

$5.8M

33.3%

State

Plans

Premium

State share

Index

$9.6M

0.1%

19.82x

Sponsor

Loc

Premium

Comp

Carrier

FAMILYCARE MEDICAL GROUP, P.C.

FAMILYCARE MEDICAL GROUP, P.C. FLEXIBLE BENEFITS PLAN

$5.8M

$165K

MVP HEALTH CARE

MIRBEAU INN & SPA

MIRBEAU INN & SPA EMPLOYEE BENEFITS PLAN

$1.9M

$74K

EXCELLUS BLUE CROSS BLUE SHIELD

WEITSMAN RECYCLING LLC

WEITSMAN RECYCLING LLC EMPLOYEE BENEFITS PLAN

$1.9M

$73K

EXCELLUS BLUE CROSS BLUE SHIELD