Welfare broker

CONCIERGE ADMINISTRATIVE SERVICES

Mailing address (most recent filing)

300 SE FRANK PHILLIPS BLVD,

STE. 20

BARTLESVILLE, OK 74003

Total comp: $25K
Commissions: $17K
Fees: $7K
Filings: 3
Sponsors: 3

Carrier mix

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

CONCIERGE100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CONCIERGE	1	$39K	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
LA	1	$39K	0.1%	127.40x

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 CONCIERGE ADMINISTRATIVE SERVICES's plans by broker comp / premium ratio. Median 45.52% vs welfare-wide median 6.31% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where CONCIERGE ADMINISTRATIVE SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JEAN SIMPSON PERSONNEL SERVICES, INC. JEAN SIMPSON PERSONNEL SERVICES, INC. ESSENTIAL STAFFCARE PLAN	LA	$39K	$18K	CONCIERGE