Welfare broker

EDWARD D SOMMER

Mailing address (most recent filing)

300 W WILSON BRIDGE RD, STE 300

WORTHINGTON, OH 43085

Total comp: $793K
Commissions: $553K
Fees: $240K
Filings: 76
Sponsors: 76

Carrier mix

Where EDWARD D SOMMER places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PRINCIPAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$55K	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	$55K	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 EDWARD D SOMMER's plans by broker comp / premium ratio. Median 6.90% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of EDWARD D SOMMER's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where EDWARD D SOMMER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
KRIEGER FORD, INC. KRIEGER FORD, INC. EMPLOYEE BENEFIT PLAN	OH	$55K	$4K	PRINCIPAL LIFE INSURANCE COMPANY