Welfare broker

MARK PTOLOMEY

Mailing address (most recent filing)

17521 CRAWLEY ROAD

ODESSA, FL 33556

Total comp: $10K
Commissions: $10K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	3	$93K	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
NY	3	$93K	0.1%	19.82x

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 PTOLOMEY's plans by broker comp / premium ratio. Median 15.00% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where MARK PTOLOMEY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
LIFESTYLES FOR THE DISABLED INC. LIFESTYLES FOR THE DISABLED INC. LONG TERM DISABILITY PLAN	NY	$30K	$6K	FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
LIFESTYLES FOR THE DISABLED INC. LIFESTYLES FOR THE DISABLED INC. WEEKLY DISABILITY PLAN	NY	$42K	$4K	FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
LIFESTYLES FOR THE DISABLED INC. LIFESTYLES FOR THE DISABLED INC. BASIC LIFE PLAN	NY	$21K	$3K	FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$93K

100.0%

State

Plans

Premium

State share

Index

$93K

0.1%

19.82x

Sponsor

Loc

Premium

Comp

Carrier

LIFESTYLES FOR THE DISABLED INC.

LIFESTYLES FOR THE DISABLED INC. LONG TERM DISABILITY PLAN

$30K

$6K

FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

LIFESTYLES FOR THE DISABLED INC.

LIFESTYLES FOR THE DISABLED INC. WEEKLY DISABILITY PLAN

$42K

$4K

FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY

LIFESTYLES FOR THE DISABLED INC.

LIFESTYLES FOR THE DISABLED INC. BASIC LIFE PLAN

$21K

$3K

FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY