Welfare broker

IMAGINE360

Mailing address (most recent filing)

12770 MERIT DRIVE

DALLAS, TX 75251

Total comp: $91K
Commissions: $33K
Fees: $59K
Filings: 21
Sponsors: 21

Carrier mix

Where IMAGINE360 places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SYMETRA LIFE INSURANCE COMPANY50.0%
WESTPORT INSURANCE CORPORATION50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SYMETRA LIFE INSURANCE COMPANY	1	$241K	50.0%
WESTPORT INSURANCE CORPORATION	1	$37K	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
TX	2	$278K	0.0%	16.72x

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 IMAGINE360's plans by broker comp / premium ratio. Median 8.09% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of IMAGINE360's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where IMAGINE360 is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
M. LIPSITZ & CO., INC. M. LIPSITZ & CO. LTD MEDICAL PLAN	TX	$241K	$15K	SYMETRA LIFE INSURANCE COMPANY
COMMUNITY HEALTHCARE CENTER COMMUNITY HEALTHCARE CENTER EMPLOYEE BENEFIT PLAN - TRANSPLANT	TX	$37K	$4K	SWISS RE CORPORATE