Welfare broker

COLE SHUPLE

Mailing address (most recent filing)

2600 SOUTH TELEGRAPH ROAD

SUITE 100

BLOOMFIELD HILLS, MI 48302

Total comp: $124K
Commissions: $124K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

BLUE CROSS OF CALIFORNIA66.7%
BLUE CARE NETWORK OF MICHIGAN33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$2.2M	66.7%
BLUE CARE NETWORK OF MICHIGAN	1	$2.0M	33.3%

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	3	$4.2M	0.1%	41.16x

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 4.23% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where COLE SHUPLE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE BENEFIT PLAN	MI	$2.0M	$62K	BLUE CARE NETWORK OF MICHIGAN
DISPLAY PACK INC. DISPLAY PACK INC. HEALTH AND WELFARE BENEFIT PLAN	MI	$1.4M	$61K	BLUE CROSS BLUE SHIELD OF MICHIGAN
REZPLOT SYSTEMS LLC CAMPSPOT HEALTH AND WELFARE PLAN	MI	$765K	$47K	BLUE CROSS BLUE SHIELD OF MICHIGAN

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$2.2M

66.7%

BLUE CARE NETWORK OF MICHIGAN

$2.0M

33.3%

State

Plans

Premium

State share

Index

$4.2M

0.1%

41.16x

Sponsor

Loc

Premium

Comp

Carrier

FORD COMPONENT SALES, LLC

FORD COMPONENT SALES, LLC EMPLOYEE BENEFIT PLAN

$2.0M

$62K

BLUE CARE NETWORK OF MICHIGAN

DISPLAY PACK INC.

DISPLAY PACK INC. HEALTH AND WELFARE BENEFIT PLAN

$1.4M

$61K

BLUE CROSS BLUE SHIELD OF MICHIGAN

REZPLOT SYSTEMS LLC

CAMPSPOT HEALTH AND WELFARE PLAN

$765K

$47K

BLUE CROSS BLUE SHIELD OF MICHIGAN