Welfare broker

JAY Z GERLITZ & ASSOCIATES INC.

Mailing address (most recent filing)

207 BRIARWOOD DR

SOMERS, NY 10589

Total comp: $111K
Commissions: $111K
Fees: $0
Filings: 10
Sponsors: 10

Carrier mix

Where JAY Z GERLITZ & ASSOCIATES INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$201K	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
NY	1	$201K	0.0%	19.82x

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 JAY Z GERLITZ & ASSOCIATES INC.'s plans by broker comp / premium ratio. Median 18.14% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of JAY Z GERLITZ & ASSOCIATES INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where JAY Z GERLITZ & ASSOCIATES INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HALMAR INTERNATIONAL, LLC HALMAR INTERNATIONAL, LLC WELFARE BENEFIT PLAN	NY	$201K	$36K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$201K

100.0%

State

Plans

Premium

State share

Index

$201K

0.0%

19.82x

Sponsor

Loc

Premium

Comp

Carrier

HALMAR INTERNATIONAL, LLC

HALMAR INTERNATIONAL, LLC WELFARE BENEFIT PLAN

$201K

$36K

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA