Welfare broker

PAUL GOTTLIEB

Mailing address (most recent filing)

8050 N. PALM AVENUE, #300

FRESNO, CA 937115510

Total comp: $38K
Commissions: $8K
Fees: $30K
Filings: 1
Sponsors: 1

Carrier mix

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

SYMETRA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SYMETRA LIFE INSURANCE COMPANY	1	$1.0M	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	$1.0M	0.0%	12.80x

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 PAUL GOTTLIEB's plans by broker comp / premium ratio. Median 6.67% vs welfare-wide median 6.40% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
UNITED SECURITY BANK UNITED SECURITY BANK HEALTH & WELFARE PLAN	CA	$1.0M	$68K	SYMETRA LIFE INSURANCE COMPANY