Welfare broker

BRANDON J. SIMON

Mailing address (most recent filing)

PO BOX 3725

COEUR D ALENE, ID 83816

Total comp: $22K
Commissions: $22K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

Where BRANDON J. SIMON places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED HERITAGE LIFE INSURANCE COMPANY66.7%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED HERITAGE LIFE INSURANCE COMPANY	2	$198K	66.7%
BLUE CROSS OF CALIFORNIA	1	$50K	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
ID	3	$248K	0.6%	257.51x

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 BRANDON J. SIMON's plans by broker comp / premium ratio. Median 4.82% vs welfare-wide median 6.40% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where BRANDON J. SIMON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DIAMOND LINE DELIVERY SYSTEMS DIAMOND LINE DELIVERY SYSTEM WELFARE BENEFIT PLAN	ID	$181K	$29K	UNITED HERITAGE LIFE INSURANCE COMPANY
MOSCOW BUILDING SUPPLY, INC. MOSCOW & PULLMAN BUILDING SUPPLY	ID	$50K	$2K	BLUE CROSS OF IDAHO
S&W OPS LLC S&W OPS LLC GROUP LIFE AND AD&D	ID	$17K	$810	UNITED HERITAGE LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED HERITAGE LIFE INSURANCE COMPANY

$198K

66.7%

BLUE CROSS OF CALIFORNIA

$50K

33.3%

State

Plans

Premium

State share

Index

$248K

0.6%

257.51x

Sponsor

Loc

Premium

Comp

Carrier

DIAMOND LINE DELIVERY SYSTEMS

DIAMOND LINE DELIVERY SYSTEM WELFARE BENEFIT PLAN

$181K

$29K

UNITED HERITAGE LIFE INSURANCE COMPANY

MOSCOW BUILDING SUPPLY, INC.

MOSCOW & PULLMAN BUILDING SUPPLY

$50K

$2K

BLUE CROSS OF IDAHO

S&W OPS LLC

S&W OPS LLC GROUP LIFE AND AD&D

$17K

$810

UNITED HERITAGE LIFE INSURANCE COMPANY