Welfare broker

MARC A SHAPIRO

Mailing address (most recent filing)

5 COTTONTAIL ROAD

MELVILLE, NY 11747

Total comp: $308K
Commissions: $67K
Fees: $241K
Filings: 2
Sponsors: 2

Carrier mix

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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA50.0%
CIGNA HEALTH AND LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$98K	50.0%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$7.4M	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
CT	2	$7.5M	0.2%	103.72x

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 MARC A SHAPIRO's plans by broker comp / premium ratio. Median 7.17% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where MARC A SHAPIRO is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VERITION FUND MANAGEMENT LLC VERITION FUND MANAGEMENT LLC MEDICAL BENEFIT PLAN	CT	$7.4M	$511K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
VERITION FUND MANAGEMENT LLC VERITION FUND MANAGEMENT LLC WELFARE BENEFIT PLAN	CT	$98K	$7K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$98K

50.0%

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$7.4M

50.0%

State

Plans

Premium

State share

Index

$7.5M

0.2%

103.72x

Sponsor

Loc

Premium

Comp

Carrier

VERITION FUND MANAGEMENT LLC

VERITION FUND MANAGEMENT LLC MEDICAL BENEFIT PLAN

$7.4M

$511K

CIGNA HEALTH AND LIFE INSURANCE COMPANY

VERITION FUND MANAGEMENT LLC

VERITION FUND MANAGEMENT LLC WELFARE BENEFIT PLAN

$98K

$7K

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA