Welfare broker

CHARON PLANNING CORPORATION

Mailing address (most recent filing)

2600 KELLY RD

STE 300

WARRINGTON, PA 18976

Total comp: $743K
Commissions: $549K
Fees: $194K
Filings: 30
Sponsors: 30

Carrier mix

Where CHARON PLANNING CORPORATION places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	2	$1.9M	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
PA	2	$1.9M	0.0%	23.98x

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 CHARON PLANNING CORPORATION's plans by broker comp / premium ratio. Median 1.76% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where CHARON PLANNING CORPORATION is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VENERABLE HOLDINGS, INC. VENERABLE HOLDINGS, INC.	PA	$914K	$19K	UNITEDHEALTHCARE INSURANCE COMPANY
WEAVERS WAY COOPERATIVE ASSOCIATION WEAVERS WAY COOPERATIVE ASSOCIATION	PA	$995K	$14K	UNITEDHEALTHCARE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.9M

100.0%

State

Plans

Premium

State share

Index

$1.9M

0.0%

23.98x

Sponsor

Loc

Premium

Comp

Carrier

VENERABLE HOLDINGS, INC.

$914K

$19K

UNITEDHEALTHCARE INSURANCE COMPANY

WEAVERS WAY COOPERATIVE ASSOCIATION

$995K

$14K

UNITEDHEALTHCARE INSURANCE COMPANY