Welfare broker

EMPLOYEE BENEFIT SUBJECT MATTER EXP

Mailing address (most recent filing)

4704 DE INVIERNO WAY

MOUNT AIRY, MD 21771

Total comp: $44K
Commissions: $24K
Fees: $20K
Filings: 11
Sponsors: 11

Carrier mix

Where EMPLOYEE BENEFIT SUBJECT MATTER EXP places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

STEALTH PARTNER GROUP100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
STEALTH PARTNER GROUP	1	$1.0M	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
FL	1	$1.0M	0.0%	25.39x

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 EMPLOYEE BENEFIT SUBJECT MATTER EXP's plans by broker comp / premium ratio. Median 2.09% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of EMPLOYEE BENEFIT SUBJECT MATTER EXP's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where EMPLOYEE BENEFIT SUBJECT MATTER EXP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE MOORINGS PARK INSTITUTE INC THE MOORINGS PARK INSTITUTE INC EMPLOYEE WELFARE BENEFITS PLAN	FL	$1.0M	$22K	BERKSHIRE-STEALTH(SLIS)