Welfare broker

TRIAD FINANCIAL INSURANCE MARK

Mailing address (most recent filing)

18757 BURBANK BLVD

STE 303

TARZANA, CA 91356

Total comp: $284K
Commissions: $281K
Fees: $3K
Filings: 7
Sponsors: 7

Carrier mix

Where TRIAD FINANCIAL INSURANCE MARK places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$150K	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	$150K	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 TRIAD FINANCIAL INSURANCE MARK's plans by broker comp / premium ratio. Median 11.51% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of TRIAD FINANCIAL INSURANCE MARK's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where TRIAD FINANCIAL INSURANCE MARK is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TOBIN LUCKS LLP TOBIN LUCKS	CA	$150K	$17K	UNUM LIFE INSURANCE COMPANY OF AMERICA