Welfare broker

ROBERT E. DUNCAN

Mailing address (most recent filing)

1000 LAKES DRIVE

SUITE 330

WEST COVINA, CA 91790

Total comp: $477K
Commissions: $477K
Fees: $70
Filings: 6
Sponsors: 6

Carrier mix

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

UNITED HEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED HEALTHCARE INSURANCE COMPANY	1	$183K	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	$183K	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 E. DUNCAN's plans by broker comp / premium ratio. Median 36.04% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
FRY REGLET CORPORATION FRY REGLET EMPLOYEE BENEFITS	CA	$183K	$66K	UNITED HEALTHCARE INSURANCE COMPANY