Welfare broker

BENEFIT RESOURCES, INC.

Mailing address (most recent filing)

4775 EAST 91ST STREET, SUITE 100

TULSA, OK 74137

Total comp: $754K
Commissions: $612K
Fees: $142K
Filings: 38
Sponsors: 38

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
HARTFORD LIFE AND ACCIDENT33.3%
SUN LIFE ASSURANCE COMPANY OF CANADA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.6M	33.3%
HARTFORD LIFE AND ACCIDENT	1	$420K	33.3%
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$389K	33.3%

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
OK	1	$389K	0.1%	41.02x
MD	1	$420K	0.1%	23.97x
FL	1	$1.6M	0.0%	8.46x

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 RESOURCES, INC.'s plans by broker comp / premium ratio. Median 14.73% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where BENEFIT RESOURCES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
KIRKPATRICK PRICE INC KIRKPATRICK PRICE INC	FL	$1.6M	$88K	UNITEDHEALTHCARE INSURANCE COMPANY
ABSOLUTECARE MANAGER LLC ABSOLUTECARE HEALTH AND WELFARE PLAN	MD	$420K	$70K	HARTFORD LIFE AND ACCIDENT
KAISER-FRANCIS OIL COMPANY KAISER-FRANCIS OIL COMPANY EMPLOYEE BENEFITS PLAN	OK	$389K	$57K	SUN LIFE ASSURANCE COMPANY OF CANADA

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.6M

33.3%

HARTFORD LIFE AND ACCIDENT

$420K

33.3%

SUN LIFE ASSURANCE COMPANY OF CANADA

$389K

33.3%

State

Plans

Premium

State share

Index

$389K

0.1%

41.02x

$420K

0.1%

23.97x

$1.6M

0.0%

8.46x

Sponsor

Loc

Premium

Comp

Carrier

KIRKPATRICK PRICE INC

$1.6M

$88K

UNITEDHEALTHCARE INSURANCE COMPANY

ABSOLUTECARE MANAGER LLC

ABSOLUTECARE HEALTH AND WELFARE PLAN

$420K

$70K

HARTFORD LIFE AND ACCIDENT

KAISER-FRANCIS OIL COMPANY

KAISER-FRANCIS OIL COMPANY EMPLOYEE BENEFITS PLAN

$389K

$57K

SUN LIFE ASSURANCE COMPANY OF CANADA