Welfare broker

BENEX, INC.

Mailing address (most recent filing)

8516 EAST 101ST STREET STE H

TULSA, OK 74133

Total comp: $630K
Commissions: $525K
Fees: $105K
Filings: 5
Sponsors: 5

Carrier mix

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

DEARBORN LIFE INSURANCE COMPANY33.3%
COMMUNITY CARE33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
DEARBORN LIFE INSURANCE COMPANY	1	$11K	33.3%
COMMUNITY CARE	1	$1.7M	33.3%
BLUE CROSS OF CALIFORNIA	1	$2.1M	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	3	$3.8M	0.3%	123.05x

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 BENEX, INC.'s plans by broker comp / premium ratio. Median 7.53% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
VICTORY CHRISTIAN CENTER, INC. VICTORY CHRISTIAN CENTER, INC.	OK	$1.7M	$130K	COMMUNITY CARE
SUPERIOR MIDSTREAM, LLC SUPERIOR MIDSTREAM, LLC BENEFIT PLAN	OK	$2.1M	$124K	BLUECROSS BLUESHIELD OF OKLAHOMA
GORMAN MANAGEMENT COMPANY GORMAN MANAGEMENT COMPANY LIFE & AD&D PLAN	OK	$11K	$2K	DEARBORN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

DEARBORN LIFE INSURANCE COMPANY

$11K

33.3%

COMMUNITY CARE

$1.7M

33.3%

BLUE CROSS OF CALIFORNIA

$2.1M

33.3%

State

Plans

Premium

State share

Index

$3.8M

0.3%

123.05x

Sponsor

Loc

Premium

Comp

Carrier

VICTORY CHRISTIAN CENTER, INC.

$1.7M

$130K

COMMUNITY CARE

SUPERIOR MIDSTREAM, LLC

SUPERIOR MIDSTREAM, LLC BENEFIT PLAN

$2.1M

$124K

BLUECROSS BLUESHIELD OF OKLAHOMA

GORMAN MANAGEMENT COMPANY

GORMAN MANAGEMENT COMPANY LIFE & AD&D PLAN

$11K

$2K

DEARBORN LIFE INSURANCE COMPANY