Welfare broker

GREAT OAK INSURANCE AGENCY LLC

Mailing address (most recent filing)

2605 W 22ND ST STE 37

OAK BROOK, IL 60523

Total comp: $184K
Commissions: $184K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$3.7M	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	$3.7M	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 GREAT OAK INSURANCE AGENCY LLC's plans by broker comp / premium ratio. Median 4.96% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
BUTTERFIELD HEALTH CARE GROUP, INC. BUTTERFIELD HEALTH CARE GROUP, INC. HEALTH INSURANCE PLAN	IL	$3.7M	$184K	BLUECROSS BLUESHEILD OF ILLINOIS