Welfare broker

MASOLI LEGACY LLC

Mailing address (most recent filing)

4319 BLENHEIM WAY

CONCORD, CA 94521

Total comp: $33K
Commissions: $33K
Fees: $0
Filings: 30
Sponsors: 30

Carrier mix

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

PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD	1	$21K	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	$21K	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 MASOLI LEGACY LLC's plans by broker comp / premium ratio. Median 22.19% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MASOLI LEGACY LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
WELLSPACE HEALTH WELLSPACE HEALTH	CA	$21K	$5K	PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD