Welfare broker

ENGAGE INSURANCE

Mailing address (most recent filing)

4000 HOLLYWOOD BOULEVARD

SUITE 400N

HOLLYWOOD, FL 33021

Carrier mix

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	2	$30.1M	28.6%
METROPOLITAN LIFE INSURANCE COMPANY	2	$395K	28.6%
BLUE CROSS OF CALIFORNIA	2	$45.3M	28.6%
SELECTHEALTH	1	$6.8M	14.3%

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	5	$54.9M	0.1%	18.14x
UT	1	$3.6M	0.1%	18.78x
NJ	1	$24.1M	0.0%	6.62x

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 ENGAGE INSURANCE's plans by broker comp / premium ratio. Median 3.82% vs welfare-wide median 6.29% (n=7).

Prospect-flag exposure · vs market baseline

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

1-7 of 7 sponsors where ENGAGE INSURANCE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE S2 HR SOLUTIONS GROUP 1, LLC GENESIS HR SOLUTIONS WELFARE BENEFIT PLAN	FL	$41.7M	$1.4M	BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
FUSION EMPLOYER SERVICES, LLC FUSION EMPLOYER SERVICES WELFARE BENEFIT PLAN	NJ	$24.1M	$842K	UNITEDHEALTHCARE INSURANCE COMPANY
THE S2 HR SOLUTIONS GROUP 1, LLC UNITED BENEFITS CONSULTING, INC HEALTH & WELFARE BENEFIT PLAN	FL	$6.8M	$267K	SELECT HEALTH
THE S2 HR SOLUTIONS GROUP 1, LLC FUSION EMPLOYER SERVICES WELFARE BENEFIT PLAN	FL	$6.0M	$225K	UNITEDHEALTHCARE INSURANCE COMPANY
CIVICA, INC CIVICA, INC. WELFARE BENEFIT PLAN	UT	$3.6M	$137K	REGENCE BLUECROSS BLUESHIELD OF UTAH
THE S2 HR SOLUTIONS GROUP 1, LLC CEOHR INC WELFARE BENEFIT PLAN	FL	$271K	$49K	METROPOLITAN LIFE INSURANCE COMPANY
S2 HR SOLUTIONS GROUP 1, LLC INNOVATIVE EMPLOYER SOLUTIONS WELFARE BENEFIT PLAN	FL	$123K	$14K	METROPOLITAN LIFE INSURANCE COMPANY