Welfare broker

ROCCO MANCINI

Mailing address (most recent filing)

153 NORTON ST

WATERBURY, CT 06708

Total comp: $738K
Commissions: $716K
Fees: $22K
Filings: 10
Sponsors: 10

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA33.3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$1.4M	33.3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$237K	33.3%
BLUE CROSS OF CALIFORNIA	1	$7.2M	33.3%

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
TX	1	$7.2M	0.0%	5.57x
NY	1	$1.4M	0.0%	6.61x
CT	1	$237K	0.1%	34.57x

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 ROCCO MANCINI's plans by broker comp / premium ratio. Median 9.78% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where ROCCO MANCINI is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
D&H UNITED FUELING SOLUTIONS, INC. D&H UNITED FUELING SOLUTIONS, INC. WELFARE BENEFIT PLANS	TX	$7.2M	$365K	BLUECROSS BLUESHIELD OF TEXAS
MVP SERVICE CORP MVP SERVICE CORP. WELFARE BENEFITS PLAN	NY	$1.4M	$138K	SUN LIFE AND HEALTH INUSRANCE COMPANY (U.S.)
MBI, INC. MBI, INC, GROUP INSURANCE PLAN	CT	$237K	$35K	GUARDIAN

Carrier

Plans

Premium

SUN LIFE ASSURANCE COMPANY OF CANADA

$1.4M

33.3%

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$237K

33.3%

BLUE CROSS OF CALIFORNIA

$7.2M

33.3%

State

Plans

Premium

State share

Index

$7.2M

0.0%

5.57x

$1.4M

0.0%

6.61x

$237K

0.1%

34.57x

Sponsor

Loc

Premium

Comp

Carrier

D&H UNITED FUELING SOLUTIONS, INC.

D&H UNITED FUELING SOLUTIONS, INC. WELFARE BENEFIT PLANS

$7.2M

$365K

BLUECROSS BLUESHIELD OF TEXAS

MVP SERVICE CORP

MVP SERVICE CORP. WELFARE BENEFITS PLAN

$1.4M

$138K

SUN LIFE AND HEALTH INUSRANCE COMPANY (U.S.)

MBI, INC.

MBI, INC, GROUP INSURANCE PLAN

$237K

$35K

GUARDIAN