Welfare broker

ROBERT DUNCAN

Mailing address (most recent filing)

1000 LAKES DRIVE

SUITE 330

WEST COVINA, CA 91790

Total comp: $64K
Commissions: $64K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$1.5M	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
CA	1	$1.5M	0.0%	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 ROBERT DUNCAN's plans by broker comp / premium ratio. Median 5.64% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where ROBERT DUNCAN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TREND TECHNOLOGIES, LLC TREND TECHNOLOGIES, LLC WELFARE PLAN	CA	$1.5M	$84K	BLUE CROSS OF CALIFORNIA