Welfare broker

CONRAD M. SIEGEL, INC.

Mailing address (most recent filing)

501 CORPORATE CIRCLE

HARRISBURG, PA 17110

Total comp: $63K
Commissions: $63K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where CONRAD M. SIEGEL, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UPMC HEALTH OPTIONS50.0%
CAPITAL ADVANTAGE ASSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UPMC HEALTH OPTIONS	1	$1.5M	50.0%
CAPITAL ADVANTAGE ASSURANCE COMPANY	1	$747K	50.0%

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
PA	2	$2.3M	0.0%	23.98x

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 CONRAD M. SIEGEL, INC.'s plans by broker comp / premium ratio. Median 2.70% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where CONRAD M. SIEGEL, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CONRAD SIEGEL CONRAD SIEGEL WELFARE BENEFIT PLAN	PA	$1.5M	$45K	UPMC HEALTH OPTIONS
CENTRAL PENN COLLEGE CENTRAL PENN COLLEGE GROUP BENEFIT PLAN	PA	$747K	$18K	CAPITAL ADVANTAGE ASSURANCE COMPANY

Carrier

Plans

Premium

UPMC HEALTH OPTIONS

$1.5M

50.0%

CAPITAL ADVANTAGE ASSURANCE COMPANY

$747K

50.0%

State

Plans

Premium

State share

Index

$2.3M

0.0%

23.98x

Sponsor

Loc

Premium

Comp

Carrier

CONRAD SIEGEL

CONRAD SIEGEL WELFARE BENEFIT PLAN

$1.5M

$45K

UPMC HEALTH OPTIONS

CENTRAL PENN COLLEGE

CENTRAL PENN COLLEGE GROUP BENEFIT PLAN

$747K

$18K

CAPITAL ADVANTAGE ASSURANCE COMPANY