Welfare broker

ROCKVILLE BENEFIT ADVISOR

Mailing address (most recent filing)

1548 KEW AVE

HEWLETT, NY 11557

Total comp: $103K
Commissions: $103K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY33.3%
AETNA LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$993K	33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$88K	33.3%
AETNA LIFE INSURANCE COMPANY	1	$1.4M	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
NY	3	$2.5M	0.1%	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 ROCKVILLE BENEFIT ADVISOR's plans by broker comp / premium ratio. Median 5.58% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where ROCKVILLE BENEFIT ADVISOR is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BLOCK INSTITUTE, INC. BLOCK INSTITUTE WELFARE BENEFIT PLAN	NY	$1.4M	$70K	AETNA LIFE INSURANCE COMPANY
MORRIS ROTHENBERG & SON INC. MORRIS ROTHENBERG & SON INC. EMPLOYEE BENEFIT PLAN	NY	$993K	$55K	UNITEDHEALTHCARE INSURANCE COMPANY
PROGRAM DEVELOPMENT SERVICES, INC. PROGRAM DEVELOPMENT SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN	NY	$88K	$12K	CIGNA HEALTH AND LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$993K

33.3%

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$88K

33.3%

AETNA LIFE INSURANCE COMPANY

$1.4M

33.3%

State

Plans

Premium

State share

Index

$2.5M

0.1%

19.82x

Sponsor

Loc

Premium

Comp

Carrier

BLOCK INSTITUTE, INC.

BLOCK INSTITUTE WELFARE BENEFIT PLAN

$1.4M

$70K

AETNA LIFE INSURANCE COMPANY

MORRIS ROTHENBERG & SON INC.

MORRIS ROTHENBERG & SON INC. EMPLOYEE BENEFIT PLAN

$993K

$55K

UNITEDHEALTHCARE INSURANCE COMPANY

PROGRAM DEVELOPMENT SERVICES, INC.

PROGRAM DEVELOPMENT SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN

$88K

$12K

CIGNA HEALTH AND LIFE INSURANCE COMPANY