Welfare broker

BENEFITS PLANNERS INC

Mailing address (most recent filing)

PO BOX 600293

JACKSONVILLE, FL 32260

Total comp: $57K
Commissions: $54K
Fees: $3K
Filings: 2
Sponsors: 2

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY50.0%
UPMC HEALTH OPTIONS50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$161K	50.0%
UPMC HEALTH OPTIONS	1	$1.1M	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
TX	1	$161K	0.0%	8.36x
FL	1	$1.1M	0.0%	12.70x

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 BENEFITS PLANNERS INC's plans by broker comp / premium ratio. Median 8.14% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where BENEFITS PLANNERS INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE AMELIA ISLAND EQUITY CLUB, INC. THE AMELIA ISLAND EQUITY CLUB, INC. ERISA PLAN	FL	$1.1M	$46K	HEALTH OPTIONS
HOUSTON RACQUET CLUB HOUSTON RACQUET CLUB WELFARE BENEFITS PLAN	TX	$161K	$19K	METROPOLITAN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$161K

50.0%

UPMC HEALTH OPTIONS

$1.1M

50.0%

State

Plans

Premium

State share

Index

$161K

0.0%

8.36x

$1.1M

0.0%

12.70x

Sponsor

Loc

Premium

Comp

Carrier

THE AMELIA ISLAND EQUITY CLUB, INC.

THE AMELIA ISLAND EQUITY CLUB, INC. ERISA PLAN

$1.1M

$46K

HEALTH OPTIONS

HOUSTON RACQUET CLUB

HOUSTON RACQUET CLUB WELFARE BENEFITS PLAN

$161K

$19K

METROPOLITAN LIFE INSURANCE COMPANY