Welfare broker

CL WYMAN & ASSOCIATES, INC.

Mailing address (most recent filing)

114 W STRATFORD DR

PEORIA, IL 61614

Total comp: $112K
Commissions: $106K
Fees: $5K
Filings: 7
Sponsors: 7

Carrier mix

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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$170K	50.0%
BLUE CROSS OF CALIFORNIA	1	$939K	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
IL	2	$1.1M	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 CL WYMAN & ASSOCIATES, INC.'s plans by broker comp / premium ratio. Median 5.33% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where CL WYMAN & ASSOCIATES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BELLA ELEVATOR, LLC BELLA ELEVATOR, LLC - WELFARE BENEFIT PLAN	IL	$939K	$42K	BLUECROSS BLUESHIELD OF ILLINOIS
ADVANCED MEDICAL TRANSPORT ADVANCED MEDICAL TRANSPORT EMPLOYEE BENEFIT PLAN	IL	$170K	$11K	GUARDIAN

Carrier

Plans

Premium

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$170K

50.0%

BLUE CROSS OF CALIFORNIA

$939K

50.0%

State

Plans

Premium

State share

Index

$1.1M

0.0%

28.47x

Sponsor

Loc

Premium

Comp

Carrier

BELLA ELEVATOR, LLC

BELLA ELEVATOR, LLC - WELFARE BENEFIT PLAN

$939K

$42K

BLUECROSS BLUESHIELD OF ILLINOIS

ADVANCED MEDICAL TRANSPORT

ADVANCED MEDICAL TRANSPORT EMPLOYEE BENEFIT PLAN

$170K

$11K

GUARDIAN