Welfare broker

INSURANCEASSIST, INC.

Mailing address (most recent filing)

3480 TORRANCE BOULEVARD

TORRANCE, CA 90503

Total comp: $260K
Commissions: $215K
Fees: $45K
Filings: 5
Sponsors: 5

Carrier mix

Where INSURANCEASSIST, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

AETNA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	1	$5.3M	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
CA	1	$5.3M	0.0%	12.75x

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 INSURANCEASSIST, INC.'s plans by broker comp / premium ratio. Median 6.59% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where INSURANCEASSIST, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GELFAND, RENNERT AND FELDMAN, LLC GELFAND, RENNERT AND FELDMAN, LLC GROUP BENEFIT PLAN	CA	$5.3M	$348K	AETNA LIFE INSURANCE COMPANY