Welfare broker

THE BACHAN GROUP, LLC

Mailing address (most recent filing)

PO BOX 698

WATSONVILLE, CA 95076

Total comp: $261K
Commissions: $261K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where THE BACHAN GROUP, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA33.3%
BLUE CROSS OF CALIFORNIA33.3%
AETNA LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$282K	33.3%
BLUE CROSS OF CALIFORNIA	1	$3.0M	33.3%
AETNA LIFE INSURANCE COMPANY	1	$5.6M	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
CA	3	$8.9M	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 THE BACHAN GROUP, LLC's plans by broker comp / premium ratio. Median 2.82% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of THE BACHAN GROUP, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where THE BACHAN GROUP, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SOLAREDGE TECHNOLOGIES, INC. SOLAREDGE TECHNOLOGIES, INC. WELFARE BENEFITS PLAN	CA	$5.6M	$158K	AETNA LIFE INSURANCE COMPANY
HUTCHINSON AND BLOODGOOD LLP HUTCHINSON AND BLOODGOOD LLP HEALTH & WELFARE PLAN	CA	$282K	$62K	UNUM LIFE INSURANCE COMPANY OF AMERICA
FALCON TRADING COMPANY, INC. FALCON TRADING COMPANY, INC. HEALTH AND WELFARE PLAN	CA	$3.0M	$59K	BLUE CROSS OF CALIFORNIA

Carrier

Plans

Premium

UNUM LIFE INSURANCE COMPANY OF AMERICA

$282K

33.3%

BLUE CROSS OF CALIFORNIA

$3.0M

33.3%

AETNA LIFE INSURANCE COMPANY

$5.6M

33.3%

State

Plans

Premium

State share

Index

$8.9M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

SOLAREDGE TECHNOLOGIES, INC.

SOLAREDGE TECHNOLOGIES, INC. WELFARE BENEFITS PLAN

$5.6M

$158K

AETNA LIFE INSURANCE COMPANY

HUTCHINSON AND BLOODGOOD LLP

HUTCHINSON AND BLOODGOOD LLP HEALTH & WELFARE PLAN

$282K

$62K

UNUM LIFE INSURANCE COMPANY OF AMERICA

FALCON TRADING COMPANY, INC.

FALCON TRADING COMPANY, INC. HEALTH AND WELFARE PLAN

$3.0M

$59K

BLUE CROSS OF CALIFORNIA