Welfare broker

AMERICAN INSURANCE & INVESTMENT COR

Mailing address (most recent filing)

448 SOUTH, 400 EAST

SALT LAKE CITY, UT 84111

Total comp: $650K
Commissions: $650K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where AMERICAN INSURANCE & INVESTMENT COR places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$2.5M	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
UT	1	$2.5M	0.1%	131.45x

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 AMERICAN INSURANCE & INVESTMENT COR's plans by broker comp / premium ratio. Median 5.90% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of AMERICAN INSURANCE & INVESTMENT COR's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where AMERICAN INSURANCE & INVESTMENT COR is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JONES & DEMILLE ENGINEERING, INC JONES & DEMILLE ENGINEERING, INC WELFARE BENEFITS PLAN	UT	$2.5M	$146K	UNITEDHEALTHCARE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$2.5M

100.0%

State

Plans

Premium

State share

Index

$2.5M

0.1%

131.45x

Sponsor

Loc

Premium

Comp

Carrier

JONES & DEMILLE ENGINEERING, INC

JONES & DEMILLE ENGINEERING, INC WELFARE BENEFITS PLAN

$2.5M

$146K

UNITEDHEALTHCARE INSURANCE COMPANY