Welfare broker

COADVANTAGE INSURANCE SOLUTIONS COR

Mailing address (most recent filing)

101 RIVERFRONT BLVD.

SUITE 300

BRADENTON, FL 34205

Total comp: $7.2M
Commissions: $5.1M
Fees: $2.1M
Filings: 7
Sponsors: 7

Carrier mix

Where COADVANTAGE INSURANCE SOLUTIONS COR places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$1.5M	50.0%
AETNA LIFE INSURANCE COMPANY	1	$367.0M	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
TX	1	$1.5M	0.0%	8.36x
FL	1	$367.0M	0.0%	12.70x

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 COADVANTAGE INSURANCE SOLUTIONS COR's plans by broker comp / premium ratio. Median 3.97% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of COADVANTAGE INSURANCE SOLUTIONS COR's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where COADVANTAGE INSURANCE SOLUTIONS COR is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
COADVANTAGE RESOURCES INC COADVANTAGE RESOURCES INC GROUP BENEFIT PLAN	FL	$367.0M	$5.6M	AETNA LIFE INSURANCE CO.
JUNIPER RESIDENTIAL MANAGEMENT GROUP JUNIPER RESIDENTIAL MANAGEMENT GROUP EMPLOYEE BENEFIT PLAN	TX	$1.5M	$96K	BLUECROSS BLUESHIELD OF TEXAS

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$1.5M

50.0%

AETNA LIFE INSURANCE COMPANY

$367.0M

50.0%

State

Plans

Premium

State share

Index

$1.5M

0.0%

8.36x

$367.0M

0.0%

12.70x

Sponsor

Loc

Premium

Comp

Carrier

COADVANTAGE RESOURCES INC

COADVANTAGE RESOURCES INC GROUP BENEFIT PLAN

$367.0M

$5.6M

AETNA LIFE INSURANCE CO.

JUNIPER RESIDENTIAL MANAGEMENT GROUP

JUNIPER RESIDENTIAL MANAGEMENT GROUP EMPLOYEE BENEFIT PLAN

$1.5M

$96K

BLUECROSS BLUESHIELD OF TEXAS