Welfare broker

AARON VANPELT INC

Mailing address (most recent filing)

11495 PENNSYLVANIA ST STE 200

CARMEL, IN 46032

Total comp: $72K
Commissions: $58K
Fees: $14K
Filings: 12
Sponsors: 12

Carrier mix

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

UNUM LIFE INSURANCE COMPANY OF AMERICA50.0%
PRINCIPAL LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$380K	50.0%
PRINCIPAL LIFE INSURANCE COMPANY	1	$130K	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
IN	2	$510K	0.1%	33.97x

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 AARON VANPELT INC's plans by broker comp / premium ratio. Median 15.50% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where AARON VANPELT INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GEO FOUNDATION GEO FOUNDATION HEALTH CARE PLAN	IN	$380K	$96K	COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
OPTIONS SCHOOLS, INC. OPTIONS SCHOOLS, INC. DENTAL LIFE/AD&D LTD PLAN	IN	$130K	$7K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNUM LIFE INSURANCE COMPANY OF AMERICA

$380K

50.0%

PRINCIPAL LIFE INSURANCE COMPANY

$130K

50.0%

State

Plans

Premium

State share

Index

$510K

0.1%

33.97x

Sponsor

Loc

Premium

Comp

Carrier

GEO FOUNDATION

GEO FOUNDATION HEALTH CARE PLAN

$380K

$96K

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

OPTIONS SCHOOLS, INC.

OPTIONS SCHOOLS, INC. DENTAL LIFE/AD&D LTD PLAN

$130K

$7K

PRINCIPAL LIFE INSURANCE COMPANY