Welfare broker

FIDELIS INSURANCE AGENCY, LLC

Mailing address (most recent filing)

688 TIMBERLINE DRIVE

BOLLINGBROOK, IL 60490

Total comp: $36K
Commissions: $36K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where FIDELIS INSURANCE AGENCY, LLC 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	$852K	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
IL	1	$852K	0.0%	28.47x

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 FIDELIS INSURANCE AGENCY, LLC's plans by broker comp / premium ratio. Median 8.37% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
CHICAGOLAND EQUIPMENT & SUPPLY, LLC CHICAGOLAND EQUIPMENT & SUPPLY, LLC HEALTH AND WELFARE PLAN	IL	$852K	$71K	AETNA LIFE INSURANCE CO.