Welfare broker

FORTH INSURANCE, LLC

Mailing address (most recent filing)

2301 TOWER DRIVE

MONROE, LA 71201

Total comp: $124K
Commissions: $97K
Fees: $28K
Filings: 6
Sponsors: 6

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA33.3%
PRINCIPAL LIFE INSURANCE COMPANY33.3%
FIDELITY SECURITY LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$861K	33.3%
PRINCIPAL LIFE INSURANCE COMPANY	1	$55K	33.3%
FIDELITY SECURITY LIFE INSURANCE COMPANY	1	$466K	33.3%

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
LA	3	$1.4M	0.3%	127.11x

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 FORTH INSURANCE, LLC's plans by broker comp / premium ratio. Median 12.94% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where FORTH INSURANCE, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ORIGIN BANK ORIGIN BANK WRAP PLAN	LA	$861K	$111K	SUN LIFE ASSURANCE COMPANY OF CANADA
SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC	LA	$466K	$22K	FIDELITY SECURITY LIFE INSURANCE
CARE, INC CARE, INC. HEALTH & WELFARE PLAN	LA	$55K	$13K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

SUN LIFE ASSURANCE COMPANY OF CANADA

$861K

33.3%

PRINCIPAL LIFE INSURANCE COMPANY

$55K

33.3%

FIDELITY SECURITY LIFE INSURANCE COMPANY

$466K

33.3%

State

Plans

Premium

State share

Index

$1.4M

0.3%

127.11x

Sponsor

Loc

Premium

Comp

Carrier

ORIGIN BANK

ORIGIN BANK WRAP PLAN

$861K

$111K

SUN LIFE ASSURANCE COMPANY OF CANADA

SPECIALTY MANAGEMENT SERVICES OF OUACHITA, LLC

$466K

$22K

FIDELITY SECURITY LIFE INSURANCE

CARE, INC

CARE, INC. HEALTH & WELFARE PLAN

$55K

$13K

PRINCIPAL LIFE INSURANCE COMPANY