Welfare broker

MARTIN LEVY

Mailing address (most recent filing)

21021 VENTURA BLVD., SUITE 200

WOODLAND HILLS, CA 91364

Total comp: $88K
Commissions: $88K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$1.3M	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	1	$1.3M	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 MARTIN LEVY's plans by broker comp / premium ratio. Median 5.56% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MARTIN LEVY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DFS FLOORING LP DFS FLOORING LP HEALTH AND WELFARE PLAN	CA	$1.3M	$73K	BLUE CROSS OF CALIFORNIA