Welfare broker

BENEFIT PLAN ADMINISTRATORS

Mailing address (most recent filing)

402 GRAHAM AVE

EAU CLAIRE, WI 54701

Total comp: $669K
Commissions: $131K
Fees: $538K
Filings: 6
Sponsors: 6

Carrier mix

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

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HCC LIFE INSURANCE COMPANY	1	$0	50.0%
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$1.5M	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	1	$1.5M	0.0%	26.54x
VA	1	$0	0.0%	22.94x

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 BENEFIT PLAN ADMINISTRATORS's plans by broker comp / premium ratio. Median 6.23% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where BENEFIT PLAN ADMINISTRATORS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TURMAN & ASSOC./TURMAN HARDWOOD TURMAN GROUP MEDICAL PLAN	VA	$0	$538K	HCC LIFE INSURANCE COMPANY
BONE & JOINT CLINIC, S.C. BONE & JOINT CLINIC, S.C. WELFARE BENEFIT PLAN	WI	$1.5M	$94K	SUN LIFE ASSURANCE COMPANY OF CANADA

Carrier

Plans

Premium

HCC LIFE INSURANCE COMPANY

50.0%

SUN LIFE ASSURANCE COMPANY OF CANADA

$1.5M

50.0%

State

Plans

Premium

State share

Index

$1.5M

0.0%

26.54x

0.0%

22.94x

Sponsor

Loc

Premium

Comp

Carrier

TURMAN & ASSOC./TURMAN HARDWOOD

TURMAN GROUP MEDICAL PLAN

$538K

HCC LIFE INSURANCE COMPANY

BONE & JOINT CLINIC, S.C.

BONE & JOINT CLINIC, S.C. WELFARE BENEFIT PLAN

$1.5M

$94K

SUN LIFE ASSURANCE COMPANY OF CANADA