Welfare broker

PATICK HOFFMAN

Mailing address (most recent filing)

PATRICK HOFFMAN

GERMANTOWN, TN 38138

Total comp: $19K
Commissions: $17K
Fees: $2K
Filings: 1
Sponsors: 1

Carrier mix

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

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$323K	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
MS	1	$323K	0.2%	251.03x

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 PATICK HOFFMAN's plans by broker comp / premium ratio. Median 15.01% vs welfare-wide median 6.35% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
PLANTERS BANK AND TRUST COMPANY PLANTERS BANK AND TRUST COMPANY WRAP WELFARE BENEFIT PLAN	MS	$323K	$48K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY