Welfare broker

FORTIS INSURANCE ASSOCS LLC

Mailing address (most recent filing)

1116 LAUREL RD

TOWNSEND, TN 378823610

Total comp: $444K
Commissions: $406K
Fees: $38K
Filings: 11
Sponsors: 11

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$317K	50.0%
BLUE CROSS OF CALIFORNIA	1	$943K	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
WA	1	$943K	0.1%	30.86x
IL	1	$317K	0.0%	14.24x

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 FORTIS INSURANCE ASSOCS LLC's plans by broker comp / premium ratio. Median 22.99% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where FORTIS INSURANCE ASSOCS LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
INFOBIP INFOBIP BENEFIT PLAN	WA	$943K	$269K	BLUE CROSS BLUE SHIELD OF ILLINOIS
WALKER MANUFACTURING GROUP LLC WALKER MANUFACTURING GROUP HEALTH AND WELFARE PLAN	IL	$317K	$55K	METROPOLITAN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$317K

50.0%

BLUE CROSS OF CALIFORNIA

$943K

50.0%

State

Plans

Premium

State share

Index

$943K

0.1%

30.86x

$317K

0.0%

14.24x

Sponsor

Loc

Premium

Comp

Carrier

INFOBIP

INFOBIP BENEFIT PLAN

$943K

$269K

BLUE CROSS BLUE SHIELD OF ILLINOIS

WALKER MANUFACTURING GROUP LLC

WALKER MANUFACTURING GROUP HEALTH AND WELFARE PLAN

$317K

$55K

METROPOLITAN LIFE INSURANCE COMPANY