Welfare broker

PAI

Mailing address (most recent filing)

17 TECHNOLOGY CIRCLE, SUITE E2AG

COLUMBIA, SC 29203

Total comp: $84K
Commissions: $55K
Fees: $30K
Filings: 2
Sponsors: 2

Carrier mix

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

LIFE INSURANCE COMPANY OF NORTH AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$188K	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
MA	1	$188K	0.0%	46.51x

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 PAI's plans by broker comp / premium ratio. Median 19.16% vs welfare-wide median 6.31% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
MARATHON STAFFING, INC MARATHON STAFFING, INC CAREBASIC	MA	$188K	$36K	BCS INSURANCE COMPANY