Welfare broker

BARRETT BENEFITS GROUP

Mailing address (most recent filing)

593 BROADWAY AVENUE

CLEVELAND, OH 44146

Total comp: $184K
Commissions: $166K
Fees: $18K
Filings: 7
Sponsors: 7

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
SUMMACARE33.3%
COMMUNITY INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$919K	33.3%
SUMMACARE	1	$1.8M	33.3%
COMMUNITY INSURANCE COMPANY	1	$693K	33.3%

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	$1.6M	0.0%	5.15x
WI	1	$1.8M	0.0%	17.69x

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 BARRETT BENEFITS GROUP's plans by broker comp / premium ratio. Median 5.11% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where BARRETT BENEFITS GROUP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MERIDIAN INDUSTRIES, INC MERIDIAN INDUSTRIES, INC GROUP WELFARE AND FRINGE BENEFITS PLAN	WI	$1.8M	$58K	SUMMACARE
CM PAULA COMPANY CM PAULA COMPANY BENEFIT PLAN	OH	$919K	$52K	UNITEDHEALTHCARE INSURANCE COMPANY
WINSTON PRODUCTS, LLC WINSTON PRODUCTS BENEFIT PLAN	OH	$693K	$35K	COMMUNITY INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$919K

33.3%

SUMMACARE

$1.8M

33.3%

COMMUNITY INSURANCE COMPANY

$693K

33.3%

State

Plans

Premium

State share

Index

$1.6M

0.0%

5.15x

$1.8M

0.0%

17.69x

Sponsor

Loc

Premium

Comp

Carrier

MERIDIAN INDUSTRIES, INC

MERIDIAN INDUSTRIES, INC GROUP WELFARE AND FRINGE BENEFITS PLAN

$1.8M

$58K

SUMMACARE

CM PAULA COMPANY

CM PAULA COMPANY BENEFIT PLAN

$919K

$52K

UNITEDHEALTHCARE INSURANCE COMPANY

WINSTON PRODUCTS, LLC

WINSTON PRODUCTS BENEFIT PLAN

$693K

$35K

COMMUNITY INSURANCE COMPANY