Welfare broker

GREENWALD BERK AGENCY

Mailing address (most recent filing)

250 PIERCE ST., STE. 311

KINGSTON, PA 18704

Total comp: $63K
Commissions: $63K
Fees: $74
Filings: 2
Sponsors: 2

Carrier mix

Where GREENWALD BERK AGENCY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

GEISINGER HEALTH PLAN100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
GEISINGER HEALTH PLAN	1	$1.1M	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
PA	1	$1.1M	0.0%	23.98x

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 GREENWALD BERK AGENCY's plans by broker comp / premium ratio. Median 4.59% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where GREENWALD BERK AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
INSTITUTE FOR HUMAN RESOURCES AND SERVICES INC. INSTITUTE FOR HUMAN RESOURCES AND SERVICES INC. WELFARE BENEFIT PLAN	PA	$1.1M	$51K	GEISINGER HEALTH PLAN