Welfare broker

THE ELITE GROUP LLC

Mailing address (most recent filing)

2408 SIR BARTON WAY

LEXINGTON, KY 40509

Total comp: $384K
Commissions: $340K
Fees: $44K
Filings: 14
Sponsors: 14

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA50.0%
RELIANCE STANDARD LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$595K	50.0%
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$303K	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
PA	2	$897K	0.0%	24.17x

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 THE ELITE GROUP LLC's plans by broker comp / premium ratio. Median 15.26% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where THE ELITE GROUP LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. EMPLOYEE BENEFITS PLAN	PA	$595K	$106K	SUN LIFE ASSURANCE COMPANY OF CANADA
PREMIER ORTHOPAEDIC & SPORTS MEDICINE ASSOCIATES, LTD PREMIER ORTHOPAEDIC & SPORTS MEDICINE ASSOCIATES, LTD EMPLOYEE WELFARE BENEFIT PLAN	PA	$303K	$39K	RELIANCE STANDARD LIFE INSURANCE COMPANY

Carrier

Plans

Premium

SUN LIFE ASSURANCE COMPANY OF CANADA

$595K

50.0%

RELIANCE STANDARD LIFE INSURANCE COMPANY

$303K

50.0%

State

Plans

Premium

State share

Index

$897K

0.0%

24.17x

Sponsor

Loc

Premium

Comp

Carrier

UNITED ANESTHESIA SERVICES, P.C.

UNITED ANESTHESIA SERVICES, P.C. EMPLOYEE BENEFITS PLAN

$595K

$106K

SUN LIFE ASSURANCE COMPANY OF CANADA

PREMIER ORTHOPAEDIC & SPORTS MEDICINE ASSOCIATES, LTD

PREMIER ORTHOPAEDIC & SPORTS MEDICINE ASSOCIATES, LTD EMPLOYEE WELFARE BENEFIT PLAN

$303K

$39K

RELIANCE STANDARD LIFE INSURANCE COMPANY