Welfare broker

COLLEEN M ROOS

Mailing address (most recent filing)

4347 CARLISLE DRIVE

PRAIRIE GROVE, IL 60012

Total comp: $627K
Commissions: $619K
Fees: $8K
Filings: 7
Sponsors: 7

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	3	$10.6M	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
IL	3	$10.6M	0.1%	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 COLLEEN M ROOS's plans by broker comp / premium ratio. Median 4.41% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where COLLEEN M ROOS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SLIDEMATIC PRECISION COMPONENTS, INC. SLIDEMATIC PRECISION COMPONENTS, INC. WRAP PLAN	IL	$4.8M	$221K	BLUECROSS BLUESHIELD OF ILLINOIS
MT INTERMEDIATE HOLDINGS, LLC MT INTERMEDIATE HOLDINGS, LLC	IL	$3.3M	$146K	BLUECROSS BLUESHIELD OF ILLINOIS
THE FRATE GROUP, INC THE FRATE GROUP WELFARE PLAN	IL	$2.5M	$109K	BLUECROSS BLUESHIELD OF ILLINOIS

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$10.6M

100.0%

State

Plans

Premium

State share

Index

$10.6M

0.1%

28.47x

Sponsor

Loc

Premium

Comp

Carrier

SLIDEMATIC PRECISION COMPONENTS, INC.

SLIDEMATIC PRECISION COMPONENTS, INC. WRAP PLAN

$4.8M

$221K

BLUECROSS BLUESHIELD OF ILLINOIS

MT INTERMEDIATE HOLDINGS, LLC

$3.3M

$146K

BLUECROSS BLUESHIELD OF ILLINOIS

THE FRATE GROUP, INC

THE FRATE GROUP WELFARE PLAN

$2.5M

$109K

BLUECROSS BLUESHIELD OF ILLINOIS