Welfare broker

BLUESTONE ADVISORS LLC

Mailing address (most recent filing)

3333 WARRENVILLE ROAD

STE 155

LISLE, IL 60563

Total comp: $371K
Commissions: $371K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

Where BLUESTONE ADVISORS LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$4.9M	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
IL	1	$4.9M	0.0%	28.47x

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 BLUESTONE ADVISORS LLC's plans by broker comp / premium ratio. Median 4.91% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where BLUESTONE ADVISORS LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
REVEAL DATA CORPORATION REVEAL DATA CORPORATION WRAP PLAN	IL	$4.9M	$241K	BLUECROSS BLUESHIELD OF ILLINOIS