Welfare broker

INCENTIVE SYSTEMS INC

Mailing address (most recent filing)

980 JOLLY ROAD, SUITE 100

BLUE BELL, PA 19422

Total comp: $20K
Commissions: $20K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

BROKERAGE CONCEPTS, INC.100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BROKERAGE CONCEPTS, INC.	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
PA	1	$1.2M	0.0%	23.98x

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 INCENTIVE SYSTEMS INC's plans by broker comp / premium ratio. Median 1.97% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where INCENTIVE SYSTEMS INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PROCACCI BROTHERS PROCACCI BROTHERS WELFARE BENEFIT PLAN	PA	$1.2M	$23K	BROKERAGE CONCEPTS, INC.