Welfare broker

HALLIER REED LLC

Mailing address (most recent filing)

1229 SWIFT AVE

NORTH KANSAS CITY, MO 64116

Total comp: $607K
Commissions: $563K
Fees: $44K
Filings: 13
Sponsors: 13

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$822K	50.0%
BLUE CROSS OF CALIFORNIA	1	$6.3M	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
MO	1	$6.3M	0.0%	8.93x
KS	1	$822K	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 HALLIER REED LLC's plans by broker comp / premium ratio. Median 7.69% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where HALLIER REED LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
KANSAS CITY ROYALS BASEBALL CLUB, LLC KANSAS CITY ROYALS BASEBALL CLUB, LLC WELFARE AND FRINGE BENEFITS PLAN	MO	$6.3M	$254K	BLUE CROSS BLUE SHIELD OF KANSAS CITY
KOCH & CO., INC. KOCH & CO., INC. WELFARE BENEFIT PLAN	KS	$822K	$93K	RELIANCE STANDARD LIFE INSURANCE COMPANY

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$822K

50.0%

BLUE CROSS OF CALIFORNIA

$6.3M

50.0%

State

Plans

Premium

State share

Index

$6.3M

0.0%

8.93x

$822K

0.1%

67.33x

Sponsor

Loc

Premium

Comp

Carrier

KANSAS CITY ROYALS BASEBALL CLUB, LLC

KANSAS CITY ROYALS BASEBALL CLUB, LLC WELFARE AND FRINGE BENEFITS PLAN

$6.3M

$254K

BLUE CROSS BLUE SHIELD OF KANSAS CITY

KOCH & CO., INC.

KOCH & CO., INC. WELFARE BENEFIT PLAN

$822K

$93K

RELIANCE STANDARD LIFE INSURANCE COMPANY