Welfare broker

BROKER'S ALLIANCE OF OHIO, INC.

Mailing address (most recent filing)

10185 BROOKHAVEN LN

BRECKSVILLE, OH 44141

Total comp: $105K
Commissions: $102K
Fees: $3K
Filings: 4
Sponsors: 4

Carrier mix

Where BROKER'S ALLIANCE OF OHIO, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED OF OMAHA LIFE INSURANCE COMPANY50.0%
COMMUNITY INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$215K	50.0%
COMMUNITY INSURANCE COMPANY	1	$1.0M	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
OH	2	$1.2M	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 BROKER'S ALLIANCE OF OHIO, INC.'s plans by broker comp / premium ratio. Median 7.84% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of BROKER'S ALLIANCE OF OHIO, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where BROKER'S ALLIANCE OF OHIO, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
POTENTIAL DEVELOPMENT PROGRAM, INC. POTENTIAL DEVELOPMENT PROGRAM, INC. HEALTH & WELFARE BENEFITS PLAN	OH	$1.0M	$70K	COMMUNITY INSURANCE COMPANY
STG FAMILY OF COMPANIES LLC STG FAMILY OF COMPANIES HEALTH & WELFARE BENEFIT PLAN	OH	$215K	$19K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$215K

50.0%

COMMUNITY INSURANCE COMPANY

$1.0M

50.0%

State

Plans

Premium

State share

Index

$1.2M

0.0%

7.72x

Sponsor

Loc

Premium

Comp

Carrier

POTENTIAL DEVELOPMENT PROGRAM, INC.

POTENTIAL DEVELOPMENT PROGRAM, INC. HEALTH & WELFARE BENEFITS PLAN

$1.0M

$70K

COMMUNITY INSURANCE COMPANY

STG FAMILY OF COMPANIES LLC

STG FAMILY OF COMPANIES HEALTH & WELFARE BENEFIT PLAN

$215K

$19K

UNITED OF OMAHA LIFE INSURANCE COMPANY