Welfare broker

JOSEPH AGNELLO

Mailing address (most recent filing)

444 WEST 47TH STREET, SUITE 900

KANSAS CITY, MO 64112

Total comp: $291K
Commissions: $291K
Fees: $0
Filings: 6
Sponsors: 6

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$13.3M	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
NC	1	$439K	0.0%	23.86x
MI	1	$12.9M	0.0%	20.58x

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 JOSEPH AGNELLO's plans by broker comp / premium ratio. Median 4.52% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
AEG HOLDING COMPANY, INC. AEG HOLDING COMPANY, INC. WELFARE BENEFIT PLAN	MI	$12.9M	$284K	BLUE CROSS BLUE SHIELD OF MICHIGAN
OT GROWTH PARTNERS OT GROWTH PARTNERS HEALTH AND WELFARE PLAN	NC	$439K	$30K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA