Welfare broker

HAFETZ AND ASSOC LLC

Mailing address (most recent filing)

609 NEW RD

LINWOOD, NJ 08221

Total comp: $6K
Commissions: $3K
Fees: $3K
Filings: 4
Sponsors: 4

Carrier mix

Where HAFETZ AND ASSOC LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA66.7%
UNITED OF OMAHA LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	2	$21K	66.7%
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$20K	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
NJ	3	$41K	0.1%	46.37x

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 HAFETZ AND ASSOC LLC's plans by broker comp / premium ratio. Median 14.50% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of HAFETZ AND ASSOC LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where HAFETZ AND ASSOC LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GRAND FITNESS MANAGEMENT LLC GRAND FITNESS MANAGEMENT LLC ANCILLARY PLAN	NJ	$20K	$2K	UNITED OF OMAHA LIFE INSURANCE COMPANY
MATT BLATT, INC. MATT BLATT, INC. LIFE AND DISABILITY PLAN	NJ	$11K	$2K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
MATT BLATT, INC. MATT BLATT, INC. LIFE AND DISABILITY PLAN	NJ	$11K	$2K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$21K

66.7%

UNITED OF OMAHA LIFE INSURANCE COMPANY

$20K

33.3%

State

Plans

Premium

State share

Index

$41K

0.1%

46.37x

Sponsor

Loc

Premium

Comp

Carrier

GRAND FITNESS MANAGEMENT LLC

GRAND FITNESS MANAGEMENT LLC ANCILLARY PLAN

$20K

$2K

UNITED OF OMAHA LIFE INSURANCE COMPANY

MATT BLATT, INC.

MATT BLATT, INC. LIFE AND DISABILITY PLAN

$11K

$2K

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

MATT BLATT, INC.

MATT BLATT, INC. LIFE AND DISABILITY PLAN

$11K

$2K

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA