Welfare broker

COPELAND FINANCIAL INVESTMENT & WEA

Mailing address (most recent filing)

WEALTH MANAGEMENT INC

336 SOUTH MAIN STREET

FINDLAY, OH 45840

Total comp: $3K
Commissions: $3K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where COPELAND FINANCIAL INVESTMENT & WEA places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$10K	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
OH	1	$10K	0.0%	7.72x

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 COPELAND FINANCIAL INVESTMENT & WEA's plans by broker comp / premium ratio. Median 12.07% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of COPELAND FINANCIAL INVESTMENT & WEA's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where COPELAND FINANCIAL INVESTMENT & WEA is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BLANCHARD VALLEY HEALTH SYSTEM BLANCHARD VALLEY HEALTH SYSTEM EXECUTIVE DISABILITY BENEFIT PLAN	OH	$10K	$1K	PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY

Carrier

Plans

Premium

UNUM LIFE INSURANCE COMPANY OF AMERICA

$10K

100.0%

State

Plans

Premium

State share

Index

$10K

0.0%

7.72x

Sponsor

Loc

Premium

Comp

Carrier

BLANCHARD VALLEY HEALTH SYSTEM

BLANCHARD VALLEY HEALTH SYSTEM EXECUTIVE DISABILITY BENEFIT PLAN

$10K

$1K

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY