Welfare broker

JOSEPH SULLIVAN

Mailing address (most recent filing)

5851 WRENWATER DR.

LITHIA, FL 33547

Total comp: $68K
Commissions: $68K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$993K	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
FL	1	$993K	0.0%	25.39x

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 SULLIVAN's plans by broker comp / premium ratio. Median 17.24% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where JOSEPH SULLIVAN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GOODWILL INDUSTRIES OF SW FLORIDA INC GOODWILL INDUSTRIES OF SW FLORIDA INC WELFARE BENEFITS PLAN	FL	$993K	$171K	SUN LIFE ASSURANCE COMPANY OF CANADA