Welfare broker

PLAN MARKETING INSURANCE AGENCY INC

Mailing address (most recent filing)

PO BOX 5199

WESTBOROUGH, MA 015815199

Total comp: $418K
Commissions: $312K
Fees: $107K
Filings: 8
Sponsors: 8

Carrier mix

Where PLAN MARKETING INSURANCE AGENCY INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$2.1M	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
CT	1	$2.1M	0.1%	103.72x

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 PLAN MARKETING INSURANCE AGENCY INC's plans by broker comp / premium ratio. Median 13.90% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of PLAN MARKETING INSURANCE AGENCY INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where PLAN MARKETING INSURANCE AGENCY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PENCO CORPORATION JARVIS GROUP MEDICAL WELFARE BENEFIT PLAN	CT	$2.1M	$295K	SUN LIFE ASSURANCE COMPANY OF CANADA