Welfare broker

LEE STUART

Mailing address (most recent filing)

412 WATER ST

SIOUX CITY, IA 51103

Total comp: $28K
Commissions: $28K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

KANSAS CITY LIFE INSURANCE COMPANY50.0%
DELTA DENTAL OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KANSAS CITY LIFE INSURANCE COMPANY	1	$171K	50.0%
DELTA DENTAL OF CALIFORNIA	1	$312K	50.0%

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
SD	1	$312K	0.3%	181.11x
IA	1	$171K	0.1%	52.62x

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 LEE STUART's plans by broker comp / premium ratio. Median 9.11% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
SIOUXLAND SURGERY CENTER, LP SIOUXLAND SURGERY CENTER, LP WRAP PLAN	SD	$312K	$24K	DELTA DENTAL OF SOUTH DAKOTA
CW SUTER & SON, INC. CW SUTER & SON, INC.	IA	$171K	$18K	KANSAS CITY LIFE INSURANCE COMPANY