Welfare broker

LEAVITT GROUP

Mailing address (most recent filing)

4393 S RIVERBOAT RD

STE 200

SALT LAKE CITY, UT 84123

Carrier mix

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BERKLEY LIFE AND HEALTH INSURANCE COMPANY	9	$5.8M	21.4%
BLUE CROSS OF CALIFORNIA	7	$9.5M	16.7%
UNITED OF OMAHA LIFE INSURANCE COMPANY	6	$1.7M	14.3%
KAISER FOUNDATION HEALTH PLAN INC	6	$13.5M	14.3%
DELTA DENTAL OF CALIFORNIA	4	$637K	9.5%
UNITEDHEALTHCARE INSURANCE COMPANY	2	$4.5M	4.8%
HARTFORD LIFE AND ACCIDENT	2	$85K	4.8%
SUN LIFE ASSURANCE COMPANY OF CANADA	2	$1.4M	4.8%
PRINCIPAL LIFE INSURANCE COMPANY	2	$136K	4.8%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	2	$368K	4.8%

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
MT	22	$12.1M	8.3%	167.66x
UT	11	$15.8M	1.3%	25.37x
CA	8	$17.7M	0.1%	1.79x
ID	4	$2.4M	0.9%	18.60x
NM	3	$354K	1.2%	23.94x
WY	2	$965K	1.3%	26.50x
TX	2	$955K	0.0%	0.59x
WA	1	$746K	0.1%	1.08x
OR	1	$318K	0.1%	1.83x
NV	1	$0	0.2%	3.97x

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 LEAVITT GROUP's plans by broker comp / premium ratio. Median 7.55% vs welfare-wide median 6.29% (n=55).

Prospect-flag exposure · vs market baseline

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

51-57 of 57 sponsors where LEAVITT GROUP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ENERGY LABORATORIES, INC. ELI DISABILITY	MT	$44K	$7K	HARTFORD LIFE AND ACCIDENT
STANDLEY TRENCHING LLC STANDLEY TRENCHING LLC HEALTH & WELFARE WRAP PLAN	ID	$15K	$5K	NATIONWIDE LIFE INSURANCE COMPANY
OPPORTUNITIES, INC. OPPORTUNITIES, INC. EMPLOYEE BENEFITS PLAN	MT	$41K	$4K	BLUECROSS BLUESHIELD OF MONTANA
CITIZENS BANK CAFETERIA PLAN THE CITIZENS BANK CAFETERIA PLAN	NM	$27K	$4K	DEARBORN NATIONAL LIFE INSURANCE COMPANY
WEBB AUTOMOTIVE GROUP, INC. WEBB AUTOMOTIVE GROUP, INC. LIFE AND AD&D PLAN	NM	$7K	$858	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
M&R TRUCKING, INC. MEDICAL INSRUANCE	NM	$321K	$0	BERKLEY LIFE AND HEALTH INSRUANCE CO
MICHAEL J. GAUGHAN, AIRPORT SLOT MICHAEL J. GAUGHAN, AIRPORT SLOT CONCESSION INC EMPLOYEE MEDICAL PLAN	NV	$0	$0	PRINCIPAL LIFE INSURANCE COMPANY