Welfare broker

JD ALLMAN, INC.

Mailing address (most recent filing)

2600 CAPITOL AVENUE, SUITE 340

SACRAMENTO, CA 95816

Total comp: $351K
Commissions: $351K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC66.7%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	2	$5.9M	66.7%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$1.3M	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
CA	2	$5.9M	0.0%	8.50x
GA	1	$1.3M	0.0%	5.06x

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 JD ALLMAN, INC.'s plans by broker comp / premium ratio. Median 7.42% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where JD ALLMAN, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
WESTERN DENTAL SERVICES, INC. WESTERN DENTAL SERVICES, INC. WELFARE BENEFITS PLAN	CA	$5.0M	$368K	KAISER FOUNDATION HEALTH PLAN, INC.
NEW BENEVIS INC NEW BENEVIS INC HEALTH AND WELFARE PLAN	GA	$1.3M	$101K	GUARDIAN
TARDITI, INC. TARDITI, INC. WELFARE BENEFITS PLAN	CA	$912K	$48K	KAISER FOUNDATION HEALTH PLAN INC

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$5.9M

66.7%

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$1.3M

33.3%

State

Plans

Premium

State share

Index

$5.9M

0.0%

8.50x

$1.3M

0.0%

5.06x

Sponsor

Loc

Premium

Comp

Carrier

WESTERN DENTAL SERVICES, INC.

WESTERN DENTAL SERVICES, INC. WELFARE BENEFITS PLAN

$5.0M

$368K

KAISER FOUNDATION HEALTH PLAN, INC.

NEW BENEVIS INC

NEW BENEVIS INC HEALTH AND WELFARE PLAN

$1.3M

$101K

GUARDIAN

TARDITI, INC.

TARDITI, INC. WELFARE BENEFITS PLAN

$912K

$48K

KAISER FOUNDATION HEALTH PLAN INC