Welfare broker

MARK F BAILEY

Mailing address (most recent filing)

1200 PLANTATION ISLAND DRIVE SOUTH

SUITE 210

SAINT AUGUSTINE, FL 32080

Total comp: $689K
Commissions: $687K
Fees: $2K
Filings: 14
Sponsors: 14

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.9M	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
MA	1	$1.9M	0.0%	46.22x

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 MARK F BAILEY's plans by broker comp / premium ratio. Median 4.62% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MARK F BAILEY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SAGA INNOVATIONS, INC. SAGA EDUCATION 2024 WRAP DOC	MA	$1.9M	$90K	UNITEDHEALTHCARE INSURANCE COMPANY