Welfare broker

EDU. & INSTITUTIONAL INS. ADM, INC.

Mailing address (most recent filing)

200 SOUTH WACKER DRIVE, SUITE 1000

CHICAGO, IL 60606

Total comp: $16K
Commissions: $14K
Fees: $2K
Filings: 1
Sponsors: 1

Carrier mix

Where EDU. & INSTITUTIONAL INS. ADM, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

STANDARD INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
STANDARD INSURANCE COMPANY	1	$149K	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	$149K	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 EDU. & INSTITUTIONAL INS. ADM, INC.'s plans by broker comp / premium ratio. Median 14.97% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of EDU. & INSTITUTIONAL INS. ADM, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where EDU. & INSTITUTIONAL INS. ADM, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
UNIVERSITY OF MOUNT UNION UNIVERSITY OF MOUNT UNION HEALTH & WELFARE PLAN	OH	$149K	$22K	STANDARD INSURANCE COMPANY