Welfare broker

ASSURED EQUITY MANAGEMENT CORP

Mailing address (most recent filing)

1800 GLENARM, SUITE 900

DENVER, CO 80202

Total comp: $177K
Commissions: $126K
Fees: $51K
Filings: 6
Sponsors: 6

Carrier mix

Where ASSURED EQUITY MANAGEMENT CORP 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	2	$588K	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
CO	2	$588K	0.1%	81.26x

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 ASSURED EQUITY MANAGEMENT CORP's plans by broker comp / premium ratio. Median 8.82% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of ASSURED EQUITY MANAGEMENT CORP's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where ASSURED EQUITY MANAGEMENT CORP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OTTER PRODUCTS, LLC DBA OTTERBOX OTTER PRODUCTS, LLC	CO	$561K	$33K	LIFE INSURANCE COMPANY OF NORTH AMERICA
BEMAS CONSTRUCTION BEMAS CONSTRUCTION HEALTH & WELFARE BENEFIT PLAN	CO	$27K	$3K	LIFE INSURANCE COMPANY OF NORTH AMERICA

Carrier

Plans

Premium

LIFE INSURANCE COMPANY OF NORTH AMERICA

$588K

100.0%

State

Plans

Premium

State share

Index

$588K

0.1%

81.26x

Sponsor

Loc

Premium

Comp

Carrier

OTTER PRODUCTS, LLC DBA OTTERBOX

OTTER PRODUCTS, LLC

$561K

$33K

LIFE INSURANCE COMPANY OF NORTH AMERICA

BEMAS CONSTRUCTION

BEMAS CONSTRUCTION HEALTH & WELFARE BENEFIT PLAN

$27K

$3K

LIFE INSURANCE COMPANY OF NORTH AMERICA