Welfare broker

KATCHEN FINANCIAL GROUP

Mailing address (most recent filing)

674 RTE 202

206 N

BRIDGEWATER, NJ 08807

Total comp: $82K
Commissions: $82K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where KATCHEN FINANCIAL GROUP places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$478K	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
PA	1	$478K	0.0%	23.98x

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 KATCHEN FINANCIAL GROUP's plans by broker comp / premium ratio. Median 10.01% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where KATCHEN FINANCIAL GROUP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE UNION LEAGUE OF PHILADELPHIA THE UNION LEAGUE OF PHILADELPHIA FLEXIBLE BENEFITS PLAN	PA	$478K	$48K	SUN LIFE ASSURANCE COMPANY OF CANADA