Welfare broker

BARRET BENEFITS GROUP INC.

Mailing address (most recent filing)

3628 WALNUT HILLS ROAD

STE 200

CLEVELAND, OH 44122

Total comp: $41K
Commissions: $41K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where BARRET BENEFITS GROUP INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED OF OMAHA LIFE INSURANCE COMPANY50.0%
MEDICAL MUTUAL50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$92K	50.0%
MEDICAL MUTUAL	1	$1.1M	50.0%

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
OH	2	$1.2M	0.0%	7.72x

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 BARRET BENEFITS GROUP INC.'s plans by broker comp / premium ratio. Median 5.80% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of BARRET BENEFITS GROUP INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where BARRET BENEFITS GROUP INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
REFRIGERATION SALES CORPORATION REFRIGERATION SALES CORPORATION - HEALTH INSURANCE PLAN	OH	$1.1M	$33K	MEDICAL MUTUAL OF OHIO
REFRIGERATION SALES CORPORATION REFRIGERATION SALES CORPORATION DISABILITY INSURANCE PLAN	OH	$92K	$8K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$92K

50.0%

MEDICAL MUTUAL

$1.1M

50.0%

State

Plans

Premium

State share

Index

$1.2M

0.0%

7.72x

Sponsor

Loc

Premium

Comp

Carrier

REFRIGERATION SALES CORPORATION

REFRIGERATION SALES CORPORATION - HEALTH INSURANCE PLAN

$1.1M

$33K

MEDICAL MUTUAL OF OHIO

REFRIGERATION SALES CORPORATION

REFRIGERATION SALES CORPORATION DISABILITY INSURANCE PLAN

$92K

$8K

UNITED OF OMAHA LIFE INSURANCE COMPANY