Welfare broker

MAGNONE FINANCIAL SERVICES CORP

Mailing address (most recent filing)

3151 OUTRIGGER AVENUE

VENTURA, CA 93001

Total comp: $16K
Commissions: $16K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

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

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$386K	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	$386K	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 MAGNONE FINANCIAL SERVICES CORP's plans by broker comp / premium ratio. Median 18.18% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MAGNONE FINANCIAL SERVICES CORP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JIM BURKE FORD JIM BURKE FORD	CA	$386K	$70K	COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY