Welfare broker

MARC HALE

Mailing address (most recent filing)

10913 SOUTH RIVER FRONT PARKWAY

SUITE 100

SOUTH JORDAN, UT 84095

Total comp: $24K
Commissions: $24K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

MOTIVHEALTH100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
MOTIVHEALTH	1	$607K	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
UT	1	$607K	0.1%	130.53x

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 MARC HALE's plans by broker comp / premium ratio. Median 8.63% vs welfare-wide median 6.35% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MARC HALE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MORGAN JEWELERS OF SLC, INC. MORGAN JEWELERS EMPLOYEE BENEFITS PLAN	UT	$607K	$52K	MOTIVHEALTH INSURANCE