Welfare broker

MARK W SMITH

Mailing address (most recent filing)

11281 CROOKED LAKE RD NE

ROCKFORD, MI 49341

Total comp: $337K
Commissions: $337K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

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

PRIORITY HEALTH100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRIORITY HEALTH	3	$5.8M	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
MI	3	$5.8M	0.1%	41.16x

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 W SMITH's plans by broker comp / premium ratio. Median 5.85% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where MARK W SMITH is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HARBOR GROUP INCORPORATED EMPLOYEE BENEFIT PLAN HARBOR GROUP INCORPORATED EMPLOYEE BENEFIT PLAN	MI	$2.9M	$159K	PRIORITY HEALTH INSURANCE COMPANY
ALTRON AUTOMATION GROUP INC. ALTRON AUTOMATION GROUP HEALTH & WELFARE BENEFIT PLAN	MI	$1.5M	$91K	PRIORITY HEALTH
ALTRON AUTOMATION GROUP INC ALTRON AUTOMATION GROUP HEALTH & WELFARE BENEFIT PLAN	MI	$1.4M	$82K	PRIORITY HEALTH INSURANCE COMPANY

Carrier

Plans

Premium

PRIORITY HEALTH

$5.8M

100.0%

State

Plans

Premium

State share

Index

$5.8M

0.1%

41.16x

Sponsor

Loc

Premium

Comp

Carrier

HARBOR GROUP INCORPORATED EMPLOYEE BENEFIT PLAN

$2.9M

$159K

PRIORITY HEALTH INSURANCE COMPANY

ALTRON AUTOMATION GROUP INC.

ALTRON AUTOMATION GROUP HEALTH & WELFARE BENEFIT PLAN

$1.5M

$91K

PRIORITY HEALTH

ALTRON AUTOMATION GROUP INC

ALTRON AUTOMATION GROUP HEALTH & WELFARE BENEFIT PLAN

$1.4M

$82K

PRIORITY HEALTH INSURANCE COMPANY