Welfare broker

HEALTH PLAN MANAGEMENT GROUP LLC

Mailing address (most recent filing)

2124 WEST CHESTERFIELD BOULEVARD

SUITE D101

SPRINGFIELD, MO 65807

Total comp: $12K
Commissions: $12K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where HEALTH PLAN MANAGEMENT GROUP LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BERKLEY LIFE AND HEALTH INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BERKLEY LIFE AND HEALTH INSURANCE COMPANY	1	$1.2M	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
MO	1	$1.2M	0.0%	17.86x

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 HEALTH PLAN MANAGEMENT GROUP LLC's plans by broker comp / premium ratio. Median 1.84% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of HEALTH PLAN MANAGEMENT GROUP LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where HEALTH PLAN MANAGEMENT GROUP LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CENTRAL STATES INDUSTRIAL EQUIPMENT & SERVICES, INC. CENTRAL STATES INDUSTRIAL EQUIPMENT & SERVICES, INC. EMPLOYEE BENEFITS PLAN	MO	$1.2M	$23K	BERKLEY LIFE AND HEALTH INSURANCE

Carrier

Plans

Premium

BERKLEY LIFE AND HEALTH INSURANCE COMPANY

$1.2M

100.0%

State

Plans

Premium

State share

Index

$1.2M

0.0%

17.86x

Sponsor

Loc

Premium

Comp

Carrier

CENTRAL STATES INDUSTRIAL EQUIPMENT & SERVICES, INC.

CENTRAL STATES INDUSTRIAL EQUIPMENT & SERVICES, INC. EMPLOYEE BENEFITS PLAN

$1.2M

$23K

BERKLEY LIFE AND HEALTH INSURANCE