Welfare broker

BEATTIE & ASSOC INC

Mailing address (most recent filing)

16666 OLD CHESTERFIELD ROAD

CHESTERFIELD, MO 63017

Carrier mix

Where BEATTIE & ASSOC INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	8	$1.4M	100.0%

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
MO	8	$1.4M	0.1%	17.86x

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 BEATTIE & ASSOC INC's plans by broker comp / premium ratio. Median 6.56% vs welfare-wide median 6.29% (n=8).

Prospect-flag exposure · vs market baseline

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

1-8 of 8 sponsors where BEATTIE & ASSOC INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BUDDEEZ, INC. BUDDEEZ, INC. HEALTH AND WELFARE WRAP PLAN	MO	$145K	$19K	UNITED OF OMAHA LIFE INSURANCE COMPANY
TRI RINSE INC TRI-RINSE, INC.	MO	$110K	$16K	UNITED OF OMAHA LIFE INSURANCE COMPANY
HANNIBAL REGIONAL HEALTHCARE SYSTEM, INC. HANNIBAL REGIONAL HEALTHCARE SYSTEM VOL. BENEFITS PLAN	MO	$436K	$9K	UNITED OF OMAHA LIFE INSURANCE COMPANY
HANNIBAL REGIONAL HEALTHCARE SYSTEM, INC. HANNIBAL REGIONAL HEALTHCARE SYSTEM STD	MO	$256K	$8K	UNITED OF OMAHA LIFE INSURANCE COMPANY
HANNIBAL REGIONAL HEALTHCARE SYSTEM, INC. HANNIBAL REGIONAL HEALTHCARE SYSTEM LTD PLAN	MO	$246K	$8K	UNITED OF OMAHA LIFE INSURANCE COMPANY
HANNIBAL REGIONAL HEALTHCARE SYSTEM, INC. HANNIBAL REGIONAL HEALTHCARE SYSTEM CRITICAL ILLNESS PLAN	MO	$74K	$7K	UNITED OF OMAHA LIFE INSURANCE COMPANY
HANNIBAL REGIONAL HEALTHCARE SYSTEM, INC. HANNIBAL REGIONAL HEALTHCARE SYSTEM ACCIDENT PLAN	MO	$62K	$6K	UNITED OF OMAHA LIFE INSURANCE COMPANY
HANNIBAL REGIONAL HEALTHCARE SYSTEM, INC. HANNIBAL REGIONAL HEALTHCARE SYSTEM LIFE INSURANCE PLAN	MO	$69K	$2K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

$1.4M

100.0%

State

Plans

Premium

State share

Index

$1.4M

0.1%

17.86x

Sponsor

Loc

Premium

Comp

Carrier

BUDDEEZ, INC. HEALTH AND WELFARE WRAP PLAN

$145K

$19K