Welfare broker

LISA DONNELLY

Mailing address (most recent filing)

52 MEADOW LAKE DR

WOLCOTT, CT 06716

Total comp: $38K
Commissions: $38K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

QBE INSURANCE50.0%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
QBE INSURANCE	1	$462K	50.0%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$212K	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	1	$462K	0.0%	11.99x
CT	1	$212K	0.1%	51.86x

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 LISA DONNELLY's plans by broker comp / premium ratio. Median 6.11% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where LISA DONNELLY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE ROSSI GROUP LLC THE ROSSI GROUP LLC LIFE AND DISABILITY PLAN	CT	$212K	$20K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
BRADFORD FOREST LLC BRADFORD FOREST LLC EMPLOYEE BENEFITS PLAN	PA	$462K	$13K	QBE INSURANCE

Carrier

Plans

Premium

QBE INSURANCE

$462K

50.0%

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$212K

50.0%

State

Plans

Premium

State share

Index

$462K

0.0%

11.99x

$212K

0.1%

51.86x

Sponsor

Loc

Premium

Comp

Carrier

THE ROSSI GROUP LLC

THE ROSSI GROUP LLC LIFE AND DISABILITY PLAN

$212K

$20K

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

BRADFORD FOREST LLC

BRADFORD FOREST LLC EMPLOYEE BENEFITS PLAN

$462K

$13K

QBE INSURANCE