Welfare broker

PATRICK HOFFMAN

Mailing address (most recent filing)

1910 EXETER ROAD SUITE 2

GERMAN TOWN, TN 38138

Total comp: $204K
Commissions: $196K
Fees: $8K
Filings: 6
Sponsors: 6

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$6.6M	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
VA	1	$6.6M	0.0%	46.01x

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 PATRICK HOFFMAN's plans by broker comp / premium ratio. Median 1.57% vs welfare-wide median 6.35% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
K-VA-T FOOD STORES, INC. K-VA-T FOOD STORES, INC. HEALTH AND WELFARE BENEFIT PLAN	VA	$6.6M	$104K	BLUERE OF TENNESSEE