Welfare broker

BART PLANNERS, INC.

Mailing address (most recent filing)

N75W23990 OVERLAND ROAD

SUSSEX, WI 53089

Total comp: $51K
Commissions: $51K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where BART PLANNERS, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PETERSEN INTERNATIONAL UNDERWRITERS50.0%
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PETERSEN INTERNATIONAL UNDERWRITERS	1	$135K	50.0%
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY	1	$101K	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
WI	2	$236K	0.1%	53.08x

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 BART PLANNERS, INC.'s plans by broker comp / premium ratio. Median 31.62% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where BART PLANNERS, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ACUITY, A MUTUAL INSURANCE COMPANY ACUITY EXECUTIVE LTD PLOL PLAN	WI	$135K	$39K	PETERSEN INTERNATIONAL UNDERWRITERS
ACUITY, A MUTUAL INSURANCE COMPANY ACUITY EXECUTIVE LTD MMLIC PLAN	WI	$101K	$34K	MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

PETERSEN INTERNATIONAL UNDERWRITERS

$135K

50.0%

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

$101K

50.0%

State

Plans

Premium

State share

Index

$236K

0.1%

53.08x

Sponsor

Loc

Premium

Comp

Carrier

ACUITY, A MUTUAL INSURANCE COMPANY

ACUITY EXECUTIVE LTD PLOL PLAN

$135K

$39K

PETERSEN INTERNATIONAL UNDERWRITERS

ACUITY, A MUTUAL INSURANCE COMPANY

ACUITY EXECUTIVE LTD MMLIC PLAN

$101K

$34K

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY