Welfare broker

MARK J MATSOCK

Mailing address (most recent filing)

2400 EAST AZ BILTMORE CIRCLE

#1100

PHOENIX, AZ 85016

Total comp: $208K
Commissions: $208K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

Where MARK J MATSOCK places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

KANSAS CITY LIFE INSURANCE COMPANY50.0%
KAISER FOUNDATION HEALTH PLAN INC50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KANSAS CITY LIFE INSURANCE COMPANY	1	$25K	50.0%
KAISER FOUNDATION HEALTH PLAN INC	1	$2.4M	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
CA	1	$2.4M	0.0%	6.38x
AZ	1	$25K	0.1%	42.95x

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 MARK J MATSOCK's plans by broker comp / premium ratio. Median 5.84% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of MARK J MATSOCK's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where MARK J MATSOCK is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GREEN ACRES NURSERY & SUPPLY, LLC GREEN ACRES NURSERY & SUPPLY / MATSUDA'S HEALTH AND WELFARE PLAN	CA	$2.4M	$90K	KAISER FOUNDATION HEALTH PLAN, INC.
4FRONT ADVISORS, LLC 4FRONT ADVISORS, LLC EMPLOYEE WELFARE PLAN	AZ	$25K	$2K	KANSAS CITY LIFE INSURANCE COMPANY

Carrier

Plans

Premium

KANSAS CITY LIFE INSURANCE COMPANY

$25K

50.0%

KAISER FOUNDATION HEALTH PLAN INC

$2.4M

50.0%

State

Plans

Premium

State share

Index

$2.4M

0.0%

6.38x

$25K

0.1%

42.95x

Sponsor

Loc

Premium

Comp

Carrier

GREEN ACRES NURSERY & SUPPLY, LLC

GREEN ACRES NURSERY & SUPPLY / MATSUDA'S HEALTH AND WELFARE PLAN

$2.4M

$90K

KAISER FOUNDATION HEALTH PLAN, INC.

4FRONT ADVISORS, LLC

4FRONT ADVISORS, LLC EMPLOYEE WELFARE PLAN

$25K

$2K

KANSAS CITY LIFE INSURANCE COMPANY