Welfare broker

BAKER TILLY VANTAGEN, LLC

Mailing address (most recent filing)

1200 ABINGTON EXECUTIVE PARK

CLARKS SUMMIT, PA 18411

Total comp: $198K
Commissions: $163K
Fees: $35K
Filings: 3
Sponsors: 3

Carrier mix

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

DELTA DENTAL OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
DELTA DENTAL OF CALIFORNIA	1	$14.0M	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
IL	1	$14.0M	0.0%	28.47x

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 BAKER TILLY VANTAGEN, LLC's plans by broker comp / premium ratio. Median 2.47% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where BAKER TILLY VANTAGEN, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BAKER TILLY ADVISORY GROUP, LP BAKER TILLY GROUP INSURANCE PLAN	IL	$14.0M	$344K	DELTA DENTAL OF WISCONSIN