Welfare broker

MATRIX GROUP INS AGENCY

Mailing address (most recent filing)

42840 CHRISTY ST. STE 107

FREMONT, CA 94538

Total comp: $12K
Commissions: $12K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where MATRIX GROUP INS AGENCY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$9K	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	$9K	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 MATRIX GROUP INS AGENCY's plans by broker comp / premium ratio. Median 16.84% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of MATRIX GROUP INS AGENCY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where MATRIX GROUP INS AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ALPHA NET CONSULTING, LLC ALPHA NET CONSULTING LLC WELFARE BENEFIT PLAN	CA	$9K	$1K	METROPOLITAN LIFE INSURANCE COMPANY