Welfare broker

LINCOLN FINANCIAL GROUP

Mailing address (most recent filing)

8801 INDIAN HILLS DRIVE

OMAHA, NE 68114

Total comp: $74K
Commissions: $41K
Fees: $33K
Filings: 4
Sponsors: 4

Carrier mix

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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$0	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
OK	1	$0	0.1%	123.05x

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 LINCOLN FINANCIAL GROUP's plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where LINCOLN FINANCIAL GROUP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
STROUD PUBLIC SCHOOLS LINCOLN NATIONAL LIFE INSURANCE COMPANY	OK	$0	$0	THE LINCOLN NATIONAL LIFE UNSURANCE COMPANY