Welfare broker

PAUL E GOTTLIEB

Mailing address (most recent filing)

7550 N PALM AVE SUITE 202

FRESNO, CA 93711

Total comp: $742K
Commissions: $616K
Fees: $127K
Filings: 3
Sponsors: 3

Carrier mix

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

SYMETRA LIFE INSURANCE COMPANY66.7%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SYMETRA LIFE INSURANCE COMPANY	2	$4.0M	66.7%
BLUE CROSS OF CALIFORNIA	1	$727K	33.3%

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	3	$4.8M	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 PAUL E GOTTLIEB's plans by broker comp / premium ratio. Median 5.52% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where PAUL E GOTTLIEB is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OMNI FAMILY HEALTH, INC. OMNI FAMILY HEALTH, INC. EMPLOYEE WELFARE BENEFIT PLAN	CA	$3.2M	$696K	SYMETRA LIFE INSURANCE COMPANY
UNITED SECURITY BANK UNITED SECURITY BANK HEALTH & WELFARE PLAN	CA	$881K	$49K	SYMETRA LIFE INSURANCE COMPANY
COURTESY AUTOMOTIVE GROUP, INC. COURTESY AUTOMOTIVE GROUP, INC. COURTESY AUTOMOTIVE GROUP, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN	CA	$727K	$37K	BLUE SHIELD OF CALIFORNIA

Carrier

Plans

Premium

SYMETRA LIFE INSURANCE COMPANY

$4.0M

66.7%

BLUE CROSS OF CALIFORNIA

$727K

33.3%

State

Plans

Premium

State share

Index

$4.8M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

OMNI FAMILY HEALTH, INC.

OMNI FAMILY HEALTH, INC. EMPLOYEE WELFARE BENEFIT PLAN

$3.2M

$696K

SYMETRA LIFE INSURANCE COMPANY

UNITED SECURITY BANK

UNITED SECURITY BANK HEALTH & WELFARE PLAN

$881K

$49K

SYMETRA LIFE INSURANCE COMPANY

COURTESY AUTOMOTIVE GROUP, INC.

COURTESY AUTOMOTIVE GROUP, INC. COURTESY AUTOMOTIVE GROUP, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

$727K

$37K

BLUE SHIELD OF CALIFORNIA