Welfare broker

SIMCO CAPITAL LTD

Mailing address (most recent filing)

2531 ROUTE 332

CANANDAIGUA, NY 14424

Total comp: $59K
Commissions: $59K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$1.2M	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	1	$1.2M	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 SIMCO CAPITAL LTD's plans by broker comp / premium ratio. Median 4.95% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where SIMCO CAPITAL LTD is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NEW ENERGY WORKS OF ROCHESTER INC NEW ENERGY WORKS WELFARE BENEFIT PLAN	NY	$1.2M	$61K	EXCELLUS BLUE CROSS BLUE SHIELD