Welfare broker

PETER LIZOTTE

Mailing address (most recent filing)

4601 WILSHIRE BLVD SUITE 200

LOS ANGELES, CA 90010

Total comp: $739K
Commissions: $586K
Fees: $153K
Filings: 5
Sponsors: 5

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$15.9M	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
NY	1	$15.9M	0.0%	19.82x

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 PETER LIZOTTE's plans by broker comp / premium ratio. Median 5.55% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where PETER LIZOTTE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
LATHAM & WATKINS LATHAM & WATKINS WELFARE PLAN	NY	$15.9M	$885K	METROPOLITAN LIFE INSURANCE CO