Welfare broker

PAN-AMERICAN LIFE

Mailing address (most recent filing)

601 POYDRAS STREET

NEW ORLEANS, LA 70130

Total comp: $576K
Commissions: $309K
Fees: $267K
Filings: 7
Sponsors: 7

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
6 DEGREES HEALTH50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$408K	50.0%
6 DEGREES HEALTH	1	$1.0M	50.0%

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
NJ	1	$408K	0.0%	23.18x
NC	1	$1.0M	0.0%	23.86x

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 PAN-AMERICAN LIFE's plans by broker comp / premium ratio. Median 70.24% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where PAN-AMERICAN LIFE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TRIFECTA SERVICES COMPANY TRIFECTA SERVICES COMPANY	NC	$1.0M	$413K	90 DEGREES
DIASPARK INC. DIASPARK WELFARE BENEFIT PLAN	NJ	$408K	$408K	UNITEDHEALTHCARE INSURANCE COMPANY