Welfare broker

EDGE INSURANCE GROUP LLC

Mailing address (most recent filing)

5570 WILSON AVENUE SW, SUITE D

GRANDVILLE, MI 49418

Total comp: $586K
Commissions: $448K
Fees: $137K
Filings: 14
Sponsors: 14

Carrier mix

Where EDGE INSURANCE GROUP LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED OF OMAHA LIFE INSURANCE COMPANY66.7%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	2	$2.9M	66.7%
BLUE CROSS OF CALIFORNIA	1	$646K	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
MI	2	$2.9M	0.1%	27.44x
TX	1	$646K	0.0%	5.57x

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 EDGE INSURANCE GROUP LLC's plans by broker comp / premium ratio. Median 11.37% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of EDGE INSURANCE GROUP LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where EDGE INSURANCE GROUP LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THRIFTY RETAIL SERVICES, LLC DBA SERV-U-SUCCESS SERV-U-SUCCESS HEALTH AND WELFARE BENEFITS PLAN	MI	$1.7M	$190K	UNITED OF OMAHA LIFE INSURANCE COMPANY
BREMBO NORTH AMERICA, INC. BREMBO NORTH AMERICA, INC. WELFARE BENEFIT PLAN	MI	$1.2M	$180K	UNITED OF OMAHA LIFE INSURANCE COMPANY
ARNOLD OIL COMPANY ARNOLD OIL COMPANY WRAP PLAN	TX	$646K	$53K	BLUECROSS BLUESHIELD OF TEXAS

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$2.9M

66.7%

BLUE CROSS OF CALIFORNIA

$646K

33.3%

State

Plans

Premium

State share

Index

$2.9M

0.1%

27.44x

$646K

0.0%

5.57x

Sponsor

Loc

Premium

Comp

Carrier

THRIFTY RETAIL SERVICES, LLC DBA SERV-U-SUCCESS

SERV-U-SUCCESS HEALTH AND WELFARE BENEFITS PLAN

$1.7M

$190K

UNITED OF OMAHA LIFE INSURANCE COMPANY

BREMBO NORTH AMERICA, INC.

BREMBO NORTH AMERICA, INC. WELFARE BENEFIT PLAN

$1.2M

$180K

UNITED OF OMAHA LIFE INSURANCE COMPANY

ARNOLD OIL COMPANY

ARNOLD OIL COMPANY WRAP PLAN

$646K

$53K

BLUECROSS BLUESHIELD OF TEXAS