Welfare broker

DAVID N SOKOL

Mailing address (most recent filing)

901 WILSHIRE DRIVE, SUITE 330

TROY, MI 48084

Total comp: $124K
Commissions: $118K
Fees: $6K
Filings: 10
Sponsors: 10

Carrier mix

Where DAVID N SOKOL places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PRIORITY HEALTH50.0%
NORTHWESTERN MUTUAL50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRIORITY HEALTH	1	$1.5M	50.0%
NORTHWESTERN MUTUAL	1	$116K	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
MI	2	$1.7M	0.1%	41.16x

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 DAVID N SOKOL's plans by broker comp / premium ratio. Median 9.15% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of DAVID N SOKOL's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where DAVID N SOKOL is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CARAMAGNO FOODS COMPANY CARAMAGNO FOODS COMPANY	MI	$1.5M	$52K	PRIORITY HEALTH
YEO & YEO, P.C. YEO & YEO EMPLOYEE LONG TERM DISABILITY PLAN	MI	$116K	$17K	NORTHWESTERN MUTUAL