Welfare broker

CONNECT AGENCIES INC

Mailing address (most recent filing)

3614 N UNIVERSITY DR

NACOGDOCHES, TX 759652539

Total comp: $349K
Commissions: $196K
Fees: $153K
Filings: 7
Sponsors: 7

Carrier mix

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

AETNA LIFE INSURANCE COMPANY66.7%
SUN LIFE ASSURANCE COMPANY OF CANADA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	2	$3.8M	66.7%
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$560K	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
TX	3	$4.3M	0.0%	16.72x

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 CONNECT AGENCIES INC's plans by broker comp / premium ratio. Median 10.36% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where CONNECT AGENCIES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DEMONTROND AUTOMOTIVE GROUP, INC. DEMONTROND AUTOMOTIVE GROUP, INC. EMPLOYEE BENEFITS PLAN	TX	$2.4M	$251K	AETNA LIFE INSURANCE COMPANY
CLS HEALTH, PLLC CLS HEALTH PLLC BENEFIT PLAN	TX	$560K	$95K	SUN LIFE ASSURANCE COMPANY OF CANADA
MLA PAYROLL SERVICES INC MLA PAYROLL SERVICES INC HEALTH BENEFITS PLAN	TX	$1.3M	$2K	AETNA LIFE INSURANCE CO

Carrier

Plans

Premium

AETNA LIFE INSURANCE COMPANY

$3.8M

66.7%

SUN LIFE ASSURANCE COMPANY OF CANADA

$560K

33.3%

State

Plans

Premium

State share

Index

$4.3M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

DEMONTROND AUTOMOTIVE GROUP, INC.

DEMONTROND AUTOMOTIVE GROUP, INC. EMPLOYEE BENEFITS PLAN

$2.4M

$251K

AETNA LIFE INSURANCE COMPANY

CLS HEALTH, PLLC

CLS HEALTH PLLC BENEFIT PLAN

$560K

$95K

SUN LIFE ASSURANCE COMPANY OF CANADA

MLA PAYROLL SERVICES INC

MLA PAYROLL SERVICES INC HEALTH BENEFITS PLAN

$1.3M

$2K

AETNA LIFE INSURANCE CO