Welfare broker

AXG ADVISORS

Mailing address (most recent filing)

50 SOUTH 16TH STREET, 17TH FLOOR

PHILADELPHIA, PA 19102

Total comp: $227K
Commissions: $217K
Fees: $10K
Filings: 2
Sponsors: 2

Carrier mix

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

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$4.1M	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
RI	1	$4.1M	0.3%	399.81x

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 AXG ADVISORS's plans by broker comp / premium ratio. Median 8.33% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where AXG ADVISORS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BALLY'S MANAGEMENT GROUP, LLC TRMG WELFARE BENEFIT PLAN	RI	$4.1M	$340K	UNUM LIFE INSURANCE COMPANY OF AMERICA