Welfare broker

ROBERT G DIAMOND

Mailing address (most recent filing)

INDEPENDENT ROBERT G DIAMOND

CSZ

MERRICK, NY 11566

Total comp: $4K
Commissions: $4K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	2	$25K	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	2	$25K	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 ROBERT G DIAMOND's plans by broker comp / premium ratio. Median 19.86% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where ROBERT G DIAMOND is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
UNIVERSAL PHOTONICS, INC. UNIVERSAL PHOTONICS, INC. LONG TERM DISABILITY INSURANCE PLAN	NY	$15K	$3K	EQUITABLE FINANCIAL INSURANCE COMPANY
UNIVERSAL PHOTONICS, INC UNIVERSAL PHOTONICS, INC. LIFE INSURANCE PLAN	NY	$10K	$2K	EQUITABLE FINANCIAL INSURANCE COMPANY

Carrier

Plans

Premium

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$25K

100.0%

State

Plans

Premium

State share

Index

$25K

0.0%

19.82x

Sponsor

Loc

Premium

Comp

Carrier

UNIVERSAL PHOTONICS, INC.

UNIVERSAL PHOTONICS, INC. LONG TERM DISABILITY INSURANCE PLAN

$15K

$3K

EQUITABLE FINANCIAL INSURANCE COMPANY

UNIVERSAL PHOTONICS, INC

UNIVERSAL PHOTONICS, INC. LIFE INSURANCE PLAN

$10K

$2K

EQUITABLE FINANCIAL INSURANCE COMPANY