Welfare broker

COLE SHUPLE

Mailing address (most recent filing)

2600 SOUTH TELEGRAPH ROAD

SUITE 100

BLOOMFIELD HILLS, MI 48302

Total comp: $70K
Commissions: $70K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

BLUE CARE NETWORK OF MICHIGAN50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CARE NETWORK OF MICHIGAN	1	$1.9M	50.0%
BLUE CROSS OF CALIFORNIA	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
MI	2	$3.0M	0.1%	41.13x

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 COLE SHUPLE's plans by broker comp / premium ratio. Median 4.20% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where COLE SHUPLE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DISPLAY PACK INC. DISPLAY PACK INC. HEALTH AND WELFARE BENEFIT PLAN	MI	$1.9M	$73K	BLUE CARE NETWORK OF MICHIGAN
REZPLOT SYSTEMS LLC REZPLOT SYSTEMS LLC (CAMPSPOT) HEALTH AND WELFARE PLAN	MI	$1.0M	$48K	BLUE CROSS BLUE SHIELD OF MICHIGAN

Carrier

Plans

Premium

BLUE CARE NETWORK OF MICHIGAN

$1.9M

50.0%

BLUE CROSS OF CALIFORNIA

$1.0M

50.0%

State

Plans

Premium

State share

Index

$3.0M

0.1%

41.13x

Sponsor

Loc

Premium

Comp

Carrier

DISPLAY PACK INC.

DISPLAY PACK INC. HEALTH AND WELFARE BENEFIT PLAN

$1.9M

$73K

BLUE CARE NETWORK OF MICHIGAN

REZPLOT SYSTEMS LLC

REZPLOT SYSTEMS LLC (CAMPSPOT) HEALTH AND WELFARE PLAN

$1.0M

$48K

BLUE CROSS BLUE SHIELD OF MICHIGAN