Welfare broker

LISA DONNELLY

Mailing address (most recent filing)

52 MEADOW LAKE DR

WOLCOTT, CT 06716

Total comp: $35K
Commissions: $35K
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.

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$193K	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
CT	1	$193K	0.1%	105.12x

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 9.06% vs welfare-wide median 6.35% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor 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	$193K	$18K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA