Welfare broker

SALLY COKER

Mailing address (most recent filing)

38275 N 103RD PLACE

SCOTTSDALE, AZ 85262

Carrier mix

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CIGNA HEALTH AND LIFE INSURANCE COMPANY	2	$3.4M	50.0%
KAISER FOUNDATION HEALTH PLAN INC	1	$2.0M	25.0%
BLUE CROSS OF CALIFORNIA	1	$5.9M	25.0%

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	4	$11.4M	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 SALLY COKER's plans by broker comp / premium ratio. Median 4.73% vs welfare-wide median 6.29% (n=4).

Prospect-flag exposure · vs market baseline

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

1-4 of 4 sponsors where SALLY COKER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE CHILDREN'S CLINIC THE CHILDREN'S CLINIC EMPLOYEE BENEFITS PLAN	CA	$5.9M	$241K	BLUE SHIELD OF CALIFORNIA CALIFORNIA PHYSICIANS SERVICE
LBS FINANCIAL CREDIT UNION LBS FINANCIAL CREDIT UNION	CA	$3.2M	$171K	CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
LBS FINANCIAL CREDIT UNION LBS FINANCIAL CREDIT UNION	CA	$2.0M	$73K	KAISER FOUNDATION HEALTH PLAN, INC.
HARBOR RAIL SERVICES OF CALIFORNIA HARBOR RAIL SERVICES OF CALIFORNIA BENEFIT WELFARE PLAN	CA	$229K	$24K	CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES