Welfare broker

PEACHTREE PLANNING OF GEORGIA

Mailing address (most recent filing)

418 MADISON AVENUE

MONTGOMERY, AL 36104

Total comp: $500K
Commissions: $241K
Fees: $259K
Filings: 55
Sponsors: 55

Carrier mix

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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	3	$721K	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
HI	2	$558K	0.5%	188.80x
MN	1	$164K	0.0%	16.72x

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 PEACHTREE PLANNING OF GEORGIA's plans by broker comp / premium ratio. Median 14.08% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where PEACHTREE PLANNING OF GEORGIA is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SEVEN-ELEVEN HAWAII, INC. SEVEN-ELEVEN HAWAII, INC. GROUP TERM LIFE PLAN	HI	$500K	$124K	PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD.
GEO-COMM, INC. GUARDIAN	MN	$164K	$5K	THE GUARDIAN LIFE INSURANCE
HAWAII FIRE FIGHTERS ASSOCIATION HAWAII FIRE FIGHTERS ASSOC. GP LIFE INSURANCE PLAN	HI	$57K	$0	PACIFIC GUARDIAN LIFE INSURANCE CO.

Carrier

Plans

Premium

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$721K

100.0%

State

Plans

Premium

State share

Index

$558K

0.5%

188.80x

$164K

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

SEVEN-ELEVEN HAWAII, INC.

SEVEN-ELEVEN HAWAII, INC. GROUP TERM LIFE PLAN

$500K

$124K

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD.

GEO-COMM, INC.

GUARDIAN

$164K

$5K

THE GUARDIAN LIFE INSURANCE

HAWAII FIRE FIGHTERS ASSOCIATION

HAWAII FIRE FIGHTERS ASSOC. GP LIFE INSURANCE PLAN

$57K

PACIFIC GUARDIAN LIFE INSURANCE CO.