Welfare broker

BENEFIT STRATEGY PARTNERS, LLC

Mailing address (most recent filing)

100 CUMMINGS CENTER, SUITE 441-P

BEVERLY, MA 01915

Total comp: $2K
Commissions: $2K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$18K	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
CA	1	$18K	0.0%	12.75x

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 STRATEGY PARTNERS, LLC's plans by broker comp / premium ratio. Median 25.10% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
TRILOGY FINANCIAL SERVICES, INC. TRILOGY FINANCIAL SERVICES, INC. GROUP BENEFITS PLAN	CA	$18K	$4K	METROPOLITAN LIFE INSURANCE COMPANY