Welfare broker

EDGEWOOD PARTNER INSURANCE CENTER

Mailing address (most recent filing)

40 MARCUS DRIVE, 3RD FLOOR

MELVILLE, NY 11747

Total comp: $206K
Commissions: $129K
Fees: $77K
Filings: 10
Sponsors: 10

Carrier mix

Where EDGEWOOD PARTNER INSURANCE CENTER places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA33.3%
HEALTH NET33.3%
AETNA LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$336K	33.3%
HEALTH NET	1	$946K	33.3%
AETNA LIFE INSURANCE COMPANY	1	$9.8M	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
NY	2	$1.3M	0.0%	13.21x
CT	1	$9.8M	0.1%	34.57x

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 EDGEWOOD PARTNER INSURANCE CENTER's plans by broker comp / premium ratio. Median 5.77% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of EDGEWOOD PARTNER INSURANCE CENTER's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where EDGEWOOD PARTNER INSURANCE CENTER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BELIMO AIRCONTROLS USA INC. BELIMO AIRCONTROLS USA INC. EMPLOYEE BENEFITS PLAN	CT	$9.8M	$138K	AETNA LIFE INSURANCE CO.
ARLEE HOME FASHIONS ARLEE HOME FASHIONS HEALTH AND WELFARE PLAN	NY	$946K	$55K	HEALTHY ALLIANCE LIFE INSURANCE COMPANY
TRADITION AMERICA HOLDINGS, INC. TRADITION LONG TERM DISABILITY PLAN	NY	$336K	$44K	FIRST UNUM LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNUM LIFE INSURANCE COMPANY OF AMERICA

$336K

33.3%

HEALTH NET

$946K

33.3%

AETNA LIFE INSURANCE COMPANY

$9.8M

33.3%

State

Plans

Premium

State share

Index

$1.3M

0.0%

13.21x

$9.8M

0.1%

34.57x

Sponsor

Loc

Premium

Comp

Carrier

BELIMO AIRCONTROLS USA INC.

BELIMO AIRCONTROLS USA INC. EMPLOYEE BENEFITS PLAN

$9.8M

$138K

AETNA LIFE INSURANCE CO.

ARLEE HOME FASHIONS

ARLEE HOME FASHIONS HEALTH AND WELFARE PLAN

$946K

$55K

HEALTHY ALLIANCE LIFE INSURANCE COMPANY

TRADITION AMERICA HOLDINGS, INC.

TRADITION LONG TERM DISABILITY PLAN

$336K

$44K

FIRST UNUM LIFE INSURANCE COMPANY