Welfare broker

MANDELBAUM INSURANCE SERVICES LLC

Mailing address (most recent filing)

P.O. BOX 480350

LOS ANGELES, CA 90048

Total comp: $549K
Commissions: $549K
Fees: $0
Filings: 10
Sponsors: 10

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	2	$19.1M	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	2	$19.1M	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 MANDELBAUM INSURANCE SERVICES LLC's plans by broker comp / premium ratio. Median 2.47% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where MANDELBAUM INSURANCE SERVICES LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
LONGWOOD MANAGEMENT CORPORATION LONGWOOD MANAGEMENT CORP. EMPLOYEE BENEFIT PLAN	CA	$17.9M	$322K	KAISER FOUNDATION HEALTH PLAN INC.
AMERICAN INTERNATIONAL INDUSTRIES AMERICAN INTERNATIONAL INDUSTRIES WELFARE BENEFIT PLANS	CA	$1.1M	$36K	KAISER FOUNDATION HEALTH PLAN INC.

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$19.1M

100.0%

State

Plans

Premium

State share

Index

$19.1M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

LONGWOOD MANAGEMENT CORPORATION

LONGWOOD MANAGEMENT CORP. EMPLOYEE BENEFIT PLAN

$17.9M

$322K

KAISER FOUNDATION HEALTH PLAN INC.

AMERICAN INTERNATIONAL INDUSTRIES

AMERICAN INTERNATIONAL INDUSTRIES WELFARE BENEFIT PLANS

$1.1M

$36K

KAISER FOUNDATION HEALTH PLAN INC.