Welfare broker

PETER MCDONALD

Mailing address (most recent filing)

PO BOX 5815

BOISE, ID 83705

Total comp: $204K
Commissions: $200K
Fees: $4K
Filings: 6
Sponsors: 6

Carrier mix

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

PACIFICSOURCE HEALTH PLANS50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PACIFICSOURCE HEALTH PLANS	1	$1.6M	50.0%
BLUE CROSS OF CALIFORNIA	1	$1.9M	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
ID	2	$3.5M	0.5%	265.01x

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 MCDONALD's plans by broker comp / premium ratio. Median 4.77% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where PETER MCDONALD is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GARY AMOTH TRUCKING INC. GARY AMOTH TRUCKING, INC.	ID	$1.9M	$107K	BLUE CROSS OF IDAHO
FISHER'S DOCUMENT SYSTEMS, INC. FISHER'S DOCUMENT SYSTEMS, INC. DBA FISHER'S TECHNOLOGY HEALTH AND WELFARE PLAN	ID	$1.6M	$62K	PACIFICSOURCE HEALTH PLANS

Carrier

Plans

Premium

PACIFICSOURCE HEALTH PLANS

$1.6M

50.0%

BLUE CROSS OF CALIFORNIA

$1.9M

50.0%

State

Plans

Premium

State share

Index

$3.5M

0.5%

265.01x

Sponsor

Loc

Premium

Comp

Carrier

GARY AMOTH TRUCKING INC.

GARY AMOTH TRUCKING, INC.

$1.9M

$107K

BLUE CROSS OF IDAHO

FISHER'S DOCUMENT SYSTEMS, INC.

FISHER'S DOCUMENT SYSTEMS, INC. DBA FISHER'S TECHNOLOGY HEALTH AND WELFARE PLAN

$1.6M

$62K

PACIFICSOURCE HEALTH PLANS