Welfare broker

INSZONE INSURANCE SERVICES LLC

Mailing address (most recent filing)

1133 EAST 33RD PLACE

TULSA, OK 74105

Total comp: $226K
Commissions: $219K
Fees: $8K
Filings: 13
Sponsors: 13

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY25.0%
UNITED HEALTHCARE INSURANCE COMPANY25.0%
DELTA DENTAL OF CALIFORNIA25.0%
BLUE CROSS OF CALIFORNIA25.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$564K	25.0%
UNITED HEALTHCARE INSURANCE COMPANY	1	$889K	25.0%
DELTA DENTAL OF CALIFORNIA	1	$258K	25.0%
BLUE CROSS OF CALIFORNIA	1	$938K	25.0%

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
OK	3	$1.8M	0.3%	92.29x
CA	1	$889K	0.0%	3.19x

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 INSZONE INSURANCE SERVICES LLC's plans by broker comp / premium ratio. Median 6.67% vs welfare-wide median 6.29% (n=4).

Prospect-flag exposure · vs market baseline

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

1-4 of 4 sponsors where INSZONE INSURANCE SERVICES LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NEXT LEVEL DOOR & MILLWORK, INC. NEXT LEVEL DOOR & MILLWORK, INC. HEALTH AND WELFARE PLAN	CA	$889K	$59K	UNITED HEALTHCARE INSURANCE COMPANY
S&T MANUFACTURING COMPANY, INC S&T MANUFACTURING COMPANY, INC	OK	$938K	$58K	BLUECROSS BLUESHIELD OF OKLAHOMA
THE ACADEMY OF CLASSICAL CHRISTIAN STUDIES THE ACADEMY OF CLASSICAL CHRISTIAN STUDIES BENEFIT WELFARE PLAN	OK	$564K	$38K	UNITEDHEALTHCARE INSURANCE COMPANY
BROKEN ARROW ELECTRIC SUPPLY, INC. BROKEN ARROW ELECTRIC SUPPLY, INC. WELFARE BENEFITS PLAN	OK	$258K	$26K	DELTA DENTAL