Welfare broker

FMLA SOURCE INC

Mailing address (most recent filing)

455 NORTH CITYFRONT PLAZA DRIVE,

13TH FLOOR

CHICAGO, IL 60611

Total comp: $221K
Commissions: $0
Fees: $221K
Filings: 18
Sponsors: 18

Carrier mix

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

UNITED OF OMAHA LIFE INSURANCE COMPANY50.0%
DELTA DENTAL OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$859K	50.0%
DELTA DENTAL OF CALIFORNIA	1	$391K	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
MS	1	$391K	0.2%	124.24x
KS	1	$859K	0.1%	67.33x

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 FMLA SOURCE INC's plans by broker comp / premium ratio. Median 9.65% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where FMLA SOURCE INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION GROUP BENEFIT PLAN	KS	$859K	$76K	UNITED OF OMAHA LIFE INSURANCE COMPANY
UNITEK GLOBAL SERVICES, INC. UNITEK GLOBAL SERVICES, INC. BENEFIT PLAN	MS	$391K	$41K	DELTA DENTAL INSURANCE COMPANY

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$859K

50.0%

DELTA DENTAL OF CALIFORNIA

$391K

50.0%

State

Plans

Premium

State share

Index

$391K

0.2%

124.24x

$859K

0.1%

67.33x

Sponsor

Loc

Premium

Comp

Carrier

SHAMROCK TRADING CORPORATION

SHAMROCK TRADING CORPORATION GROUP BENEFIT PLAN

$859K

$76K

UNITED OF OMAHA LIFE INSURANCE COMPANY

UNITEK GLOBAL SERVICES, INC.

UNITEK GLOBAL SERVICES, INC. BENEFIT PLAN

$391K

$41K

DELTA DENTAL INSURANCE COMPANY