Welfare broker

PETERMAN BENEFITS

Mailing address (most recent filing)

105 MONTGOMERY AVENUE

SUITE 2051

MONTGOMERYVILLE, PA 18936

Total comp: $19K
Commissions: $19K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$184K	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
PA	1	$184K	0.0%	23.98x

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 PETERMAN BENEFITS's plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where PETERMAN BENEFITS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DIPLOMAT CONSTRUCTION & DEMOLITION DIPLOMAT CONSTRUCTION & DEMOLITION, INC. HEALTH & WELFARE PROGRAM	PA	$184K	$0	INDEPENDENCE BC