Welfare broker

PERFORMANCE INSURANCE BENEFITS

Mailing address (most recent filing)

20827 N CAVE CREEK RD, SUITE 102

PHOENIX, AZ 85024

Total comp: $147K
Commissions: $59K
Fees: $89K
Filings: 5
Sponsors: 5

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
PRINCIPAL LIFE INSURANCE COMPANY33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$712K	33.3%
PRINCIPAL LIFE INSURANCE COMPANY	1	$92K	33.3%
BLUE CROSS OF CALIFORNIA	1	$493K	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
AZ	3	$1.3M	0.2%	85.91x

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 PERFORMANCE INSURANCE BENEFITS's plans by broker comp / premium ratio. Median 8.84% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where PERFORMANCE INSURANCE BENEFITS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ARIZONA BAPTIST CHILDREN'S SERVICES ARIZONA BAPTIST CHILDREN'S SERVICES BENEFIT PLAN	AZ	$712K	$63K	UNITEDHEALTHCARE INSURANCE COMPANY
RM INTERIORS & DESIGN RM FLOORING RM INTERIORS & DESIGN RM FLOORING WELFARE BENEFIT PLAN	AZ	$493K	$38K	BLUE CROSS BLUE SHIELD OF ARIZONA
KLEIN KOSHER PICKLE CO KLEIN KOSHER PICKLE CO WELFARE BENEFIT PLAN	AZ	$92K	$26K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$712K

33.3%

PRINCIPAL LIFE INSURANCE COMPANY

$92K

33.3%

BLUE CROSS OF CALIFORNIA

$493K

33.3%

State

Plans

Premium

State share

Index

$1.3M

0.2%

85.91x

Sponsor

Loc

Premium

Comp

Carrier

ARIZONA BAPTIST CHILDREN'S SERVICES

ARIZONA BAPTIST CHILDREN'S SERVICES BENEFIT PLAN

$712K

$63K

UNITEDHEALTHCARE INSURANCE COMPANY

RM INTERIORS & DESIGN RM FLOORING

RM INTERIORS & DESIGN RM FLOORING WELFARE BENEFIT PLAN

$493K

$38K

BLUE CROSS BLUE SHIELD OF ARIZONA

KLEIN KOSHER PICKLE CO

KLEIN KOSHER PICKLE CO WELFARE BENEFIT PLAN

$92K

$26K

PRINCIPAL LIFE INSURANCE COMPANY