Welfare broker

PENNIALL MANAGEMENT COMPANY, LLC

Mailing address (most recent filing)

P.O. BOX 7001

PASADENA, CA 91109

Total comp: $1.1M
Commissions: $916K
Fees: $219K
Filings: 12
Sponsors: 12

Carrier mix

Where PENNIALL MANAGEMENT COMPANY, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA50.0%
ANTHEM LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$3.0M	50.0%
ANTHEM LIFE INSURANCE COMPANY	1	$1.3M	50.0%

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	2	$4.3M	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 PENNIALL MANAGEMENT COMPANY, LLC's plans by broker comp / premium ratio. Median 5.81% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of PENNIALL MANAGEMENT COMPANY, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where PENNIALL MANAGEMENT COMPANY, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NNA SERVICES, LLC NNA SERVICES, LLC HEALTH & WELFARE PLAN	CA	$3.0M	$222K	BLUE SHIELD OF CALIFORNIA
MARMOL RADZINER, AN ARCHITECTURAL CORPORATION MARMOL RADZINER EMPLOYEE BENEFIT PLAN	CA	$1.3M	$55K	ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$3.0M

50.0%

ANTHEM LIFE INSURANCE COMPANY

$1.3M

50.0%

State

Plans

Premium

State share

Index

$4.3M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

NNA SERVICES, LLC

NNA SERVICES, LLC HEALTH & WELFARE PLAN

$3.0M

$222K

BLUE SHIELD OF CALIFORNIA

MARMOL RADZINER, AN ARCHITECTURAL CORPORATION

MARMOL RADZINER EMPLOYEE BENEFIT PLAN

$1.3M

$55K

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY