Welfare broker

ENGAGE INSURANCE AGENCY

Mailing address (most recent filing)

4211 WEST BOY SCOUT BOULEVARD

SUITE 500

TAMPA, FL 33607

Total comp: $3.3M
Commissions: $3.2M
Fees: $137K
Filings: 11
Sponsors: 11

Carrier mix

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

AETNA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	1	$148.3M	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	$148.3M	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 ENGAGE INSURANCE AGENCY's plans by broker comp / premium ratio. Median 2.04% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
THE S2 HR SOLUTIONS GROUP 1, LLC ENGAGE PEO HEALTH AND WELFARE PLAN	FL	$148.3M	$3.0M	AETNA LIFE INSURANCE COMPANY