Welfare broker

LAMBERTI & ASSOCIATES LLC

Mailing address (most recent filing)

ONE NEW HAMPSHIRE AVE, STE 125

PORTSMOUTH, NH 03801

Total comp: $55K
Commissions: $55K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where LAMBERTI & ASSOCIATES LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$2.0M	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
MA	1	$2.0M	0.0%	46.51x

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 LAMBERTI & ASSOCIATES LLC's plans by broker comp / premium ratio. Median 2.75% vs welfare-wide median 6.31% (n=1).

Prospect-flag exposure · vs market baseline

Share of LAMBERTI & ASSOCIATES LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where LAMBERTI & ASSOCIATES LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PIANTEDOSI BAKING COMPANY INC. PIANTEDOSI BAKING COMPANY HEALTH AND WELFARE PLAN	MA	$2.0M	$55K	BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.