Welfare broker

COORDINATED BENEFITS COMPANY LLC

Mailing address (most recent filing)

923 NORTH PLUM GROVE ROAD SUITE C

SCHAUMBURG, IL 60173

Total comp: $694K
Commissions: $582K
Fees: $111K
Filings: 22
Sponsors: 22

Carrier mix

Where COORDINATED BENEFITS COMPANY LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA66.7%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$2.8M	66.7%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$287K	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
IL	3	$3.1M	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 COORDINATED BENEFITS COMPANY LLC's plans by broker comp / premium ratio. Median 5.25% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of COORDINATED BENEFITS COMPANY LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where COORDINATED BENEFITS COMPANY LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DEVON BANK DEVON BANK WELFARE BENEFIT PLAN	IL	$1.6M	$84K	BLUECROSS BLUESHIELD OF ILLINOIS
REVCYCLE PARTNERS, INC. REVCYCLE PARTNERS, INC. WELFARE BENEFIT PLAN	IL	$1.2M	$61K	BLUECROSS BLUESHIELD OF ILLINOIS
ICARE CONSULTING SERVICES ICARE CONSULTING SERVICES WELFARE BENEFIT PLAN	IL	$287K	$37K	GUARDIAN

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$2.8M

66.7%

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$287K

33.3%

State

Plans

Premium

State share

Index

$3.1M

0.1%

28.47x

Sponsor

Loc

Premium

Comp

Carrier

DEVON BANK

DEVON BANK WELFARE BENEFIT PLAN

$1.6M

$84K

BLUECROSS BLUESHIELD OF ILLINOIS

REVCYCLE PARTNERS, INC.

REVCYCLE PARTNERS, INC. WELFARE BENEFIT PLAN

$1.2M

$61K

BLUECROSS BLUESHIELD OF ILLINOIS

ICARE CONSULTING SERVICES

ICARE CONSULTING SERVICES WELFARE BENEFIT PLAN

$287K

$37K

GUARDIAN