Welfare broker

PETRA PACIFIC INSURANCE SERVICE, IN

Mailing address (most recent filing)

13950 CERRITOS CORPORATE DRIVE

SUITE A

CERRITOS, CA 90703

Total comp: $511K
Commissions: $511K
Fees: $0
Filings: 8
Sponsors: 8

Carrier mix

Where PETRA PACIFIC INSURANCE SERVICE, IN places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

KAISER FOUNDATION HEALTH PLAN INC50.0%
AETNA LIFE INSURANCE COMPANY33.3%
HEALTH NET16.7%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	3	$5.5M	50.0%
AETNA LIFE INSURANCE COMPANY	2	$6.0M	33.3%
HEALTH NET	1	$413K	16.7%

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	6	$11.9M	0.1%	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 PETRA PACIFIC INSURANCE SERVICE, IN's plans by broker comp / premium ratio. Median 5.61% vs welfare-wide median 6.29% (n=6).

Prospect-flag exposure · vs market baseline

Share of PETRA PACIFIC INSURANCE SERVICE, IN's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-6 of 6 sponsors where PETRA PACIFIC INSURANCE SERVICE, IN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SPECIALTY RESTAURANTS CORPORATION SPECIALTY RESTAURANTS CORPORATION EMPLOYEE BENEFITS PLAN	CA	$3.1M	$193K	AETNA LIFE INSURANCE CO.
SUN HILL PROPERTIES, INC. SUN HILL PROPERTIES, INC. DBA HILTON LOS ANGELES/UNIVERSAL CITY HEALTH PLAN	CA	$3.0M	$178K	AETNA LIFE INSURANCE CO.
FJS, INC. DBA WESTIN ANAHEIM RESORT FJS, INC. DBA WESTIN ANAHEIM RESORT EMPLOYEE BENEFITS PLAN	CA	$3.5M	$166K	KAISER FOUNDATION HEALTH PLAN, INC.
KAMLA HOTELS INC KAMLA HOTELS INC EMPLOYEE BENFITS PLAN	CA	$998K	$52K	KAISER FOUNDATION HEALTH PLAN, INC.
DKN HOTELS, LLC DKN HOTELS, LLC WELFARE BENEFIT PLAN	CA	$993K	$48K	KAISER FOUNDATION HEALTH PLAN, INC.
CTC GROUP, INC CTC GROUP, INC. WELFARE BENEFITS PLAN	CA	$413K	$28K	HEALTH NET