Welfare broker

PREFERRED SERVICES GROUP

Mailing address (most recent filing)

77 SPRUCE STREET

SUITE 203

CEDARHURST, NY 11516

Total comp: $49K
Commissions: $49K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK	1	$313K	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	$313K	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 PREFERRED SERVICES GROUP's plans by broker comp / premium ratio. Median 14.99% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where PREFERRED SERVICES GROUP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DOUGLAS ELLIMAN, LLC DOUGLAS ELLIMAN HEALTH PLAN	NY	$313K	$47K	NEW YORK LIFE GROUP BENEFITS SOLUTIONS