Welfare broker

BDI ADVISORS

Mailing address (most recent filing)

211 BUCHANAN CIRCLE

HENDERSONVILLE, TN 37075

Total comp: $11K
Commissions: $11K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

UNITED OF OMAHA LIFE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$19K	50.0%
BLUE CROSS OF CALIFORNIA	1	$113K	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
TN	2	$132K	0.1%	64.91x

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 BDI ADVISORS's plans by broker comp / premium ratio. Median 16.86% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where BDI ADVISORS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
UNIVERSITY EYE SPECIALIST, P.C. UNIVERSITY EYE SPECIALIST, P.C. EMPLOYEE BENEFITS PLAN	TN	$113K	$21K	BLUECROSS BLUESHIELD OF TENNESSEE, INC.
FOX RIVER ACCOUNTING SERVICES LLC FOX RIVER ACCOUNTING SERVICES LLC	TN	$19K	$3K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$19K

50.0%

BLUE CROSS OF CALIFORNIA

$113K

50.0%

State

Plans

Premium

State share

Index

$132K

0.1%

64.91x

Sponsor

Loc

Premium

Comp

Carrier

UNIVERSITY EYE SPECIALIST, P.C.

UNIVERSITY EYE SPECIALIST, P.C. EMPLOYEE BENEFITS PLAN

$113K

$21K

BLUECROSS BLUESHIELD OF TENNESSEE, INC.

FOX RIVER ACCOUNTING SERVICES LLC

$19K

$3K

UNITED OF OMAHA LIFE INSURANCE COMPANY