Welfare broker

KEVIN SPAHN

Mailing address (most recent filing)

377 EAST BUTTERFIELD ROAD

SUITE 400

LOMBARD, IL 60148

Total comp: $74K
Commissions: $74K
Fees: $403
Filings: 4
Sponsors: 4

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$1.5M	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
MN	1	$1.5M	0.0%	50.15x

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 KEVIN SPAHN's plans by broker comp / premium ratio. Median 11.81% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where KEVIN SPAHN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SUMMIT ORTHOPEDICS, LTD SUMMIT HEALTH AND WELFARE PLAN	MN	$1.5M	$180K	RELIANCE STANDARD LIFE INSURANCE COMPANY