Welfare broker

BENEFI, LLC

Mailing address (most recent filing)

4927 MAGNOLIA BEND DRIVE

ROSHARON, TX 77583

Total comp: $138K
Commissions: $104K
Fees: $34K
Filings: 5
Sponsors: 5

Carrier mix

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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$689K	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
AZ	1	$689K	0.1%	85.29x

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 BENEFI, LLC's plans by broker comp / premium ratio. Median 20.99% vs welfare-wide median 6.40% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where BENEFI, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ASCENT AVIATION ASCENT AVIATION HEALTH AND WELFARE PLAN	AZ	$689K	$145K	LINCOLN NATIONAL LIFE INSURANCE COMPANY