Welfare broker

WILLIAM F LATZ

Mailing address (most recent filing)

30 LINCOLN LANE

WEATOGUE, CT 06089

Total comp: $5K
Commissions: $4K
Fees: $676
Filings: 1
Sponsors: 1

Carrier mix

Where WILLIAM F LATZ places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$37K	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
CT	1	$37K	0.1%	103.72x

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 WILLIAM F LATZ's plans by broker comp / premium ratio. Median 12.68% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of WILLIAM F LATZ's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where WILLIAM F LATZ is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PHOENIX ENVIRONMENTAL LABORATORIES, INC. PHOENIX ENVIRONMENTAL LABORATORIES, INC. WELFARE WRAP PLAN	CT	$37K	$5K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA