Welfare broker

PUGET SOUND BENEFIT SERVICES

Mailing address (most recent filing)

601 UNION STREET

SUITE 3015

SEATTLE, WA 98101

Total comp: $51K
Commissions: $51K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

PRINCIPAL LIFE INSURANCE COMPANY50.0%
KAISER FOUNDATION HEALTH PLAN INC50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$132K	50.0%
KAISER FOUNDATION HEALTH PLAN INC	1	$799K	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
WA	2	$932K	0.1%	61.72x

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 PUGET SOUND BENEFIT SERVICES's plans by broker comp / premium ratio. Median 6.28% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where PUGET SOUND BENEFIT SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
EVERGREEN REFRIGERATION, LLC EVERGREEN REFRIGERATION, LLC HEALTH PLAN	WA	$799K	$40K	KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.
EVERGREEN REFRIGERATION, LLC EVERGREEN REFRIGERATION, LLC WELFARE BENEFIT PLAN	WA	$132K	$10K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

PRINCIPAL LIFE INSURANCE COMPANY

$132K

50.0%

KAISER FOUNDATION HEALTH PLAN INC

$799K

50.0%

State

Plans

Premium

State share

Index

$932K

0.1%

61.72x

Sponsor

Loc

Premium

Comp

Carrier

EVERGREEN REFRIGERATION, LLC

EVERGREEN REFRIGERATION, LLC HEALTH PLAN

$799K

$40K

KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

EVERGREEN REFRIGERATION, LLC

EVERGREEN REFRIGERATION, LLC WELFARE BENEFIT PLAN

$132K

$10K

PRINCIPAL LIFE INSURANCE COMPANY