Welfare broker

PATRICK L ERHART INSURANCE SERVICES

Mailing address (most recent filing)

2945 TOWNSGATE ROAD, SUITE 200

WESTLAKE VILLAGE, CA 91361

Total comp: $632K
Commissions: $629K
Fees: $3K
Filings: 2
Sponsors: 2

Carrier mix

Where PATRICK L ERHART INSURANCE SERVICES 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	$17.6M	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
CA	1	$17.6M	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 PATRICK L ERHART INSURANCE SERVICES's plans by broker comp / premium ratio. Median 4.70% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where PATRICK L ERHART INSURANCE SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES BENEFIT PLAN	CA	$17.6M	$829K	BLUE CROSS OF CALIFORNIA