Welfare broker

CFR, INC.

Mailing address (most recent filing)

5314 SOUTH YALE, SUITE 900

TULSA, OK 74135

Total comp: $40K
Commissions: $7K
Fees: $32K
Filings: 2
Sponsors: 2

Carrier mix

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

AETNA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	1	$698K	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
KS	1	$698K	0.1%	134.67x

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 CFR, INC.'s plans by broker comp / premium ratio. Median 7.11% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where CFR, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FOCUS ENTERPRISE SERVICES, INC. FOCUS ENTERPRISE SERVICES, INC. EMPLOYEE BENEFITS PLAN	KS	$698K	$50K	AETNA