Welfare broker

BATEMAN GORDON & SANDS

Mailing address (most recent filing)

3050 N FEDERAL HWY

LIGHTHOUSE POINT, FL 33064

Total comp: $166K
Commissions: $62K
Fees: $104K
Filings: 6
Sponsors: 6

Carrier mix

Where BATEMAN GORDON & SANDS places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
SUN LIFE ASSURANCE COMPANY OF CANADA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.4M	50.0%
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$587K	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
FL	2	$2.0M	0.0%	25.39x

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 BATEMAN GORDON & SANDS's plans by broker comp / premium ratio. Median 9.48% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of BATEMAN GORDON & SANDS's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where BATEMAN GORDON & SANDS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
K.D. CONSTRUCTION OF FLORIDA LLC K.D. CONSTRUCTION OF FLORIDA LLC WELFARE BENEFIT PLAN	FL	$1.4M	$118K	UNITEDHEALTHCARE INSURANCE COMPANY
SOUTHEAST MECHANICAL CONTRACTORS SOUTHEAST MECHANICAL CONTRACTORS, LLC WRAP PLAN	FL	$587K	$62K	SUN LIFE ASSURANCE COMPANY OF CANADA

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.4M

50.0%

SUN LIFE ASSURANCE COMPANY OF CANADA

$587K

50.0%

State

Plans

Premium

State share

Index

$2.0M

0.0%

25.39x

Sponsor

Loc

Premium

Comp

Carrier

K.D. CONSTRUCTION OF FLORIDA LLC

K.D. CONSTRUCTION OF FLORIDA LLC WELFARE BENEFIT PLAN

$1.4M

$118K

UNITEDHEALTHCARE INSURANCE COMPANY

SOUTHEAST MECHANICAL CONTRACTORS

SOUTHEAST MECHANICAL CONTRACTORS, LLC WRAP PLAN

$587K

$62K

SUN LIFE ASSURANCE COMPANY OF CANADA