Welfare broker

PE INSURANCE SERVICES LLC

Mailing address (most recent filing)

26133 US HWY 19 N

CLEARWATER, FL 33763

Total comp: $176K
Commissions: $174K
Fees: $2K
Filings: 4
Sponsors: 4

Carrier mix

Where PE INSURANCE SERVICES LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

METROPOLITAN LIFE INSURANCE COMPANY33.3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$816K	33.3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$1.7M	33.3%
BLUE CROSS OF CALIFORNIA	1	$1.8M	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	2	$3.5M	0.0%	8.50x
NY	1	$816K	0.0%	6.61x

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 PE INSURANCE SERVICES LLC's plans by broker comp / premium ratio. Median 4.75% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where PE INSURANCE SERVICES LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CAPSIDA BIOTHERAPEUTICS, INC. CAPSIDA EMPLOYEE BENEFITS PLAN	CA	$1.8M	$127K	BLUE CROSS OF CALIFORNIA
STANDISH MANAGEMENT, LLC STANDISH MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN	CA	$1.7M	$53K	GUARDIAN
ABACUS INFORMATION TECHNOLOGY ABACUS INFORMATION TECHNOLOGY, LLC HEALTH AND WELFARE PLAN	NY	$816K	$39K	METROPOLITAN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$816K

33.3%

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$1.7M

33.3%

BLUE CROSS OF CALIFORNIA

$1.8M

33.3%

State

Plans

Premium

State share

Index

$3.5M

0.0%

8.50x

$816K

0.0%

6.61x

Sponsor

Loc

Premium

Comp

Carrier

CAPSIDA BIOTHERAPEUTICS, INC.

CAPSIDA EMPLOYEE BENEFITS PLAN

$1.8M

$127K

BLUE CROSS OF CALIFORNIA

STANDISH MANAGEMENT, LLC

STANDISH MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN

$1.7M

$53K

GUARDIAN

ABACUS INFORMATION TECHNOLOGY

ABACUS INFORMATION TECHNOLOGY, LLC HEALTH AND WELFARE PLAN

$816K

$39K

METROPOLITAN LIFE INSURANCE COMPANY