Welfare broker

MARCOZZI BENEFIT PLANS INC

Mailing address (most recent filing)

80 LOCUST LANE

INDIANA, PA 15701

Total comp: $55K
Commissions: $40K
Fees: $15K
Filings: 4
Sponsors: 4

Carrier mix

Where MARCOZZI BENEFIT PLANS INC 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	$411K	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
PA	1	$411K	0.0%	23.98x

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 MARCOZZI BENEFIT PLANS INC's plans by broker comp / premium ratio. Median 10.81% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of MARCOZZI BENEFIT PLANS INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where MARCOZZI BENEFIT PLANS INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CENTER FOR COMMUNITY RESOURCES, INC. CENTER FOR COMMUNITY RESOURCES ANCILLARY BENEFIT PLAN	PA	$411K	$44K	GUARDIAN LIFE INSURANCE COMPANY