Welfare broker

WEINER INSURANCE, INC.

Mailing address (most recent filing)

13951 N SCOTTSDALE RD

SCOTTSDALE, AZ 85254

Total comp: $402K
Commissions: $123K
Fees: $280K
Filings: 6
Sponsors: 6

Carrier mix

Where WEINER INSURANCE, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PRUDENTIAL INSURANCE COMPANY OF AMERICA50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRUDENTIAL INSURANCE COMPANY OF AMERICA	1	$10.5M	50.0%
BLUE CROSS OF CALIFORNIA	1	$5.2M	50.0%

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
IL	1	$10.5M	0.0%	14.24x
DC	1	$5.2M	0.2%	88.47x

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 WEINER INSURANCE, INC.'s plans by broker comp / premium ratio. Median 0.90% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where WEINER INSURANCE, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
COPLEY MEMORIAL HOSPITAL COPLEY MEMORIAL HOSPITAL INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN	IL	$10.5M	$186K	PRUDENTIAL INSURANCE COMPANY OF AMERICA
SEIU HEALTH AND WELFARE FUND WELFARE FUND SEIU HEALTH AND WELFARE FUND	DC	$5.2M	$826	BLUE CROSS BLUE SHIELD OF ILLINOIS

Carrier

Plans

Premium

PRUDENTIAL INSURANCE COMPANY OF AMERICA

$10.5M

50.0%

BLUE CROSS OF CALIFORNIA

$5.2M

50.0%

State

Plans

Premium

State share

Index

$10.5M

0.0%

14.24x

$5.2M

0.2%

88.47x

Sponsor

Loc

Premium

Comp

Carrier

COPLEY MEMORIAL HOSPITAL

COPLEY MEMORIAL HOSPITAL INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN

$10.5M

$186K

PRUDENTIAL INSURANCE COMPANY OF AMERICA

SEIU HEALTH AND WELFARE FUND WELFARE FUND

SEIU HEALTH AND WELFARE FUND

$5.2M

$826

BLUE CROSS BLUE SHIELD OF ILLINOIS