Welfare broker

LILLIS MCKIBBEN BONGIOVANNI AND CO.

Mailing address (most recent filing)

305 WEST 6TH STREET

ERIE, PA 16507

Total comp: $69K
Commissions: $64K
Fees: $6K
Filings: 4
Sponsors: 4

Carrier mix

Where LILLIS MCKIBBEN BONGIOVANNI AND CO. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SUN LIFE ASSURANCE COMPANY OF CANADA50.0%
UPMC HEALTH OPTIONS50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$449K	50.0%
UPMC HEALTH OPTIONS	1	$961K	50.0%

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	2	$1.4M	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 LILLIS MCKIBBEN BONGIOVANNI AND CO.'s plans by broker comp / premium ratio. Median 4.12% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of LILLIS MCKIBBEN BONGIOVANNI AND CO.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where LILLIS MCKIBBEN BONGIOVANNI AND CO. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CUSTOM ENGINEERING CO. CUSTOM ENGINEERING CO. HEALTH & WELFARE PLAN	PA	$961K	$31K	UPMC HEALTH OPTIONS
VALLEY TIRE COMPANY VALLEY TIRE COMPANY, INC. EMPLOYEE BENEFITS PLAN	PA	$449K	$22K	SUN LIFE ASSURANCE COMPANY OF CANADA

Carrier

Plans

Premium

SUN LIFE ASSURANCE COMPANY OF CANADA

$449K

50.0%

UPMC HEALTH OPTIONS

$961K

50.0%

State

Plans

Premium

State share

Index

$1.4M

0.0%

23.98x

Sponsor

Loc

Premium

Comp

Carrier

CUSTOM ENGINEERING CO.

CUSTOM ENGINEERING CO. HEALTH & WELFARE PLAN

$961K

$31K

UPMC HEALTH OPTIONS

VALLEY TIRE COMPANY

VALLEY TIRE COMPANY, INC. EMPLOYEE BENEFITS PLAN

$449K

$22K

SUN LIFE ASSURANCE COMPANY OF CANADA