Welfare broker

HEALTH PLANNING ASSOCIATES, LLC

Mailing address (most recent filing)

235 MARGIE DR

SUITE 200

WARNER ROBINS, GA 31088

Total comp: $12K
Commissions: $9K
Fees: $2K
Filings: 1
Sponsors: 1

Carrier mix

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

AETNA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	1	$1.1M	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
GA	1	$1.1M	0.0%	15.18x

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 PLANNING ASSOCIATES, 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 PLANNING ASSOCIATES, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where HEALTH PLANNING ASSOCIATES, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MIDDLE GEORGIA COMMUNITY ACTION AGENCY, INC. MIDDLE GEORGIA COMMUNITY ACTION AGENCY, INC. EMPLOYEE BENEFIT PLAN	GA	$1.1M	$21K	AETNA LIFE INSURANCE COMPANY