Welfare broker

FIDELITY HEALTH INSURANCE SRVCS LLC

Mailing address (most recent filing)

200 SEAPORT BLVD

MAILZONE V6D

BOSTON, MA 02210

Total comp: $495K
Commissions: $123K
Fees: $372K
Filings: 4
Sponsors: 4

Carrier mix

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

PRUDENTIAL INSURANCE COMPANY OF AMERICA50.0%
METROPOLITAN LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRUDENTIAL INSURANCE COMPANY OF AMERICA	1	$7.4M	50.0%
METROPOLITAN LIFE INSURANCE COMPANY	1	$39.1M	50.0%

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
TX	1	$7.4M	0.0%	8.36x
MA	1	$39.1M	0.0%	23.11x

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 FIDELITY HEALTH INSURANCE SRVCS LLC's plans by broker comp / premium ratio. Median 1.11% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where FIDELITY HEALTH INSURANCE SRVCS LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FMR LLC FIDELITY GROUP EMPLOYEES LIFE INSURANCE PLAN	MA	$39.1M	$372K	METROPOLITAN LIFE INSURANCE COMPANY
OCEANEERING INTERNATIONAL, INC. OCEANEERING INTERNATIONAL, INC. GROUP WELFARE BENEFITS PLAN	TX	$7.4M	$94K	THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

PRUDENTIAL INSURANCE COMPANY OF AMERICA

$7.4M

50.0%

METROPOLITAN LIFE INSURANCE COMPANY

$39.1M

50.0%

State

Plans

Premium

State share

Index

$7.4M

0.0%

8.36x

$39.1M

0.0%

23.11x

Sponsor

Loc

Premium

Comp

Carrier

FMR LLC

FIDELITY GROUP EMPLOYEES LIFE INSURANCE PLAN

$39.1M

$372K

METROPOLITAN LIFE INSURANCE COMPANY

OCEANEERING INTERNATIONAL, INC.

OCEANEERING INTERNATIONAL, INC. GROUP WELFARE BENEFITS PLAN

$7.4M

$94K

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA