Welfare broker

ELLIS INSURANCE AGENCY

Mailing address (most recent filing)

382 CARRIAGE HOUSE DRIVE

SUITE A

JACKSON, TN 38305

Total comp: $9K
Commissions: $9K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$187K	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
TN	1	$187K	0.1%	64.91x

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 ELLIS INSURANCE AGENCY's plans by broker comp / premium ratio. Median 14.95% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where ELLIS INSURANCE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
LEADERS CREDIT UNION LEADERS CREDIT UNION WELFARE BENEFITS PLAN	TN	$187K	$28K	COLONIAL LIFE AND ACCIDENT INSURANCE CO.