Welfare broker

PURDY INSURANCE AGENCY INC

Mailing address (most recent filing)

136 MARKET ST

SUNBURY, PA 178012142

Total comp: $62K
Commissions: $62K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

PRINCIPAL LIFE INSURANCE COMPANY50.0%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$77K	50.0%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$515K	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
PA	2	$592K	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 PURDY INSURANCE AGENCY INC's plans by broker comp / premium ratio. Median 7.19% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where PURDY INSURANCE AGENCY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
WOOD MODE, LLC WOOD MODE, LLC DENTAL, VISION, LIFE, AD&D, LTD	PA	$515K	$32K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
SUNBURY MOTOR COMPANY SUNBURY MOTOR COMPANY WELFARE BENEFITS PLAN	PA	$77K	$6K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

PRINCIPAL LIFE INSURANCE COMPANY

$77K

50.0%

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$515K

50.0%

State

Plans

Premium

State share

Index

$592K

0.0%

23.98x

Sponsor

Loc

Premium

Comp

Carrier

WOOD MODE, LLC

WOOD MODE, LLC DENTAL, VISION, LIFE, AD&D, LTD

$515K

$32K

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

SUNBURY MOTOR COMPANY

SUNBURY MOTOR COMPANY WELFARE BENEFITS PLAN

$77K

$6K

PRINCIPAL LIFE INSURANCE COMPANY