Welfare broker

COMPASS INSURANCE AGENCY, INC.

Mailing address (most recent filing)

14039 SOUTH MINUTEMAN DRIVE

SUITE 101

DRAPER, UT 84020

Total comp: $18K
Commissions: $17K
Fees: $213
Filings: 6
Sponsors: 6

Carrier mix

Where COMPASS INSURANCE AGENCY, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PRINCIPAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	2	$8K	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
UT	2	$8K	0.2%	131.45x

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 COMPASS INSURANCE AGENCY, INC.'s plans by broker comp / premium ratio. Median 11.57% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of COMPASS INSURANCE AGENCY, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where COMPASS INSURANCE AGENCY, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SAE TANKLOGIX ANCILLARY PLAN SAE TANKLOGIX ANCILLARY PLAN	UT	$0	$11K	PRINCIPAL LIFE INSURANCE COMPANY
LION ENERGY, LLC LION ENERGY, LLC BASIC LIFE/AD&D PLAN	UT	$8K	$958	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

PRINCIPAL LIFE INSURANCE COMPANY

$8K

100.0%

State

Plans

Premium

State share

Index

$8K

0.2%

131.45x

Sponsor

Loc

Premium

Comp

Carrier

SAE TANKLOGIX ANCILLARY PLAN

$11K

PRINCIPAL LIFE INSURANCE COMPANY

LION ENERGY, LLC

LION ENERGY, LLC BASIC LIFE/AD&D PLAN

$8K

$958

PRINCIPAL LIFE INSURANCE COMPANY