Welfare broker

THE PARTNERS GROUP-SEATTLE

Mailing address (most recent filing)

11850 SW 67TH AVE STE 100

PORTLAND, OR 97223

Carrier mix

Where THE PARTNERS GROUP-SEATTLE 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
PRINCIPAL LIFE INSURANCE COMPANY	1	$38K	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	$38K	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 PARTNERS GROUP-SEATTLE's plans by broker comp / premium ratio. Median 10.40% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where THE PARTNERS GROUP-SEATTLE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CALIFORNIA SHINGLE AND SHAKE CO_WASHINGTON CEDAR & SUPPLY CO CALIFORNIA SHINGLE AND SHAKE CO./WASHINGTON CEDAR & SUPPLY CO. EMPLOYEE BENEFIT AND WELFARE PLAN	CA	$38K	$4K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

$38K

100.0%

State

Plans

Premium

State share

Index

$38K

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

CALIFORNIA SHINGLE AND SHAKE CO./WASHINGTON CEDAR & SUPPLY CO. EMPLOYEE BENEFIT AND WELFARE PLAN

$38K

$4K

PRINCIPAL LIFE INSURANCE COMPANY