Welfare broker

AFFINITY LTC, LLC

Mailing address (most recent filing)

6201 PRESIDENTIAL COURT

FORT MYERS, FL 33919

Total comp: $32K
Commissions: $32K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

Where AFFINITY LTC, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

LIFE INSURANCE COMPANY OF NORTH AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$2.1M	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
NC	1	$2.1M	0.0%	47.73x

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 AFFINITY LTC, LLC's plans by broker comp / premium ratio. Median 2.13% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of AFFINITY LTC, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where AFFINITY LTC, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
WAKE FOREST UNIVERSITY WAKE FOREST UNIVERSITY HEALTH AND WELFARE BENEFIT PLAN	NC	$2.1M	$44K	LIFE INSURANCE COMPANY OF NORTH AMERICA