Welfare broker

THE LIBERTY COMPANY INSURANCE

Mailing address (most recent filing)

5955 DE SOTO AVE. SUITE 250

WOODLAND HILLS, CA 91367

Total comp: $73K
Commissions: $73K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

Where THE LIBERTY COMPANY INSURANCE places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$556K	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
CA	1	$556K	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 LIBERTY COMPANY INSURANCE's plans by broker comp / premium ratio. Median 18.04% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of THE LIBERTY COMPANY INSURANCE's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where THE LIBERTY COMPANY INSURANCE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BETA BIONICS, INC. BETA BIONICS, INC. HEALTH AND WELFARE PLAN	CA	$556K	$100K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA