Welfare broker

GREENBERG & ASSOCIATES INSURANCE

Mailing address (most recent filing)

3439 NE SANDY BLVD, SUITE 378

PORTLAND, OR 97232

Total comp: $106K
Commissions: $52K
Fees: $54K
Filings: 3
Sponsors: 3

Carrier mix

Where GREENBERG & ASSOCIATES INSURANCE 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	$128K	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
OR	1	$128K	0.1%	104.57x

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 GREENBERG & ASSOCIATES INSURANCE's plans by broker comp / premium ratio. Median 7.90% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where GREENBERG & ASSOCIATES INSURANCE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ORTHOPEDIC & FRACTURE CLINIC, P.C. ORTHOPEDIC & FRACTURE CLINIC HEALTH & WELFARE PLAN	OR	$128K	$10K	SUN LIFE ASSURANCE COMPANY OF CANADA