Welfare broker

LUNDY INSURANCE SERVICES

Mailing address (most recent filing)

8220 UNIVERSITY AVENUE

LA MESA, CA 91942

Total comp: $189K
Commissions: $189K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

AETNA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	1	$3.4M	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
CA	1	$3.4M	0.0%	12.75x

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 LUNDY INSURANCE SERVICES's plans by broker comp / premium ratio. Median 7.28% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where LUNDY INSURANCE SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
KIMBALL, TIREY AND ST. JOHN LLP KIMBALL AND TIREY WELFARE BENEFITS PLAN	CA	$3.4M	$249K	AETNA HEALTH, INC.