Welfare broker

BENEFIT TECHNOLOGY RESOURCES

Mailing address (most recent filing)

6230 FAIRVIEW ROAD

SUITE 210

CHARLOTTE, NC 28210

Total comp: $839K
Commissions: $415K
Fees: $424K
Filings: 52
Sponsors: 52

Carrier mix

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

UNITED OF OMAHA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$4.2M	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
OH	1	$4.2M	0.0%	7.72x

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 TECHNOLOGY RESOURCES's plans by broker comp / premium ratio. Median 2.32% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where BENEFIT TECHNOLOGY RESOURCES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MEDVET INC MEDVET, INC. EMPLOYEE HEALTH & WELFARE BENEFITS PLAN	OH	$4.2M	$96K	UNITED OF OMAHA LIFE INSURANCE COMPANY