Welfare broker

MATHER & STROHL ADMIN SVCS INC

Mailing address (most recent filing)

501 FAIRMOUNT AVENUE, SUITE 400

TOWSON, MD 21286

Total comp: $415K
Commissions: $82K
Fees: $333K
Filings: 35
Sponsors: 35

Carrier mix

Where MATHER & STROHL ADMIN SVCS INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

HARTFORD LIFE AND ACCIDENT33.3%
BLUE CROSS OF CALIFORNIA33.3%
AETNA LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HARTFORD LIFE AND ACCIDENT	1	$57K	33.3%
BLUE CROSS OF CALIFORNIA	1	$1.8M	33.3%
AETNA LIFE INSURANCE COMPANY	1	$851K	33.3%

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
MD	3	$2.7M	0.2%	72.25x

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 MATHER & STROHL ADMIN SVCS INC's plans by broker comp / premium ratio. Median 3.31% vs welfare-wide median 6.31% (n=3).

Prospect-flag exposure · vs market baseline

Share of MATHER & STROHL ADMIN SVCS INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where MATHER & STROHL ADMIN SVCS INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ST. ANDREW'S EPISCOPAL SCHOOL ST. ANDREW'S EPISCOPAL SCHOOL WELFARE BENEFIT PLAN	MD	$1.8M	$59K	CAREFIRST BLUECHOICE, INC
DELMARVA SITE DEVELOPMENT, INC. DELMARVA SITE DEVELOPMENT, INC. EMPLOYEE BENEFITS PLAN	MD	$851K	$11K	AETNA HEALTH, INC.
PREPAID WIRELESS WHOLESALE LLC PREPAID WIRELESS WHOLESALE LLC LIFE & DISABILITY PLAN	MD	$57K	$10K	HARTFORD LIFE AND ACCIDENT

Carrier

Plans

Premium

HARTFORD LIFE AND ACCIDENT

$57K

33.3%

BLUE CROSS OF CALIFORNIA

$1.8M

33.3%

AETNA LIFE INSURANCE COMPANY

$851K

33.3%

State

Plans

Premium

State share

Index

$2.7M

0.2%

72.25x

Sponsor

Loc

Premium

Comp

Carrier

ST. ANDREW'S EPISCOPAL SCHOOL

ST. ANDREW'S EPISCOPAL SCHOOL WELFARE BENEFIT PLAN

$1.8M

$59K

CAREFIRST BLUECHOICE, INC

DELMARVA SITE DEVELOPMENT, INC.

DELMARVA SITE DEVELOPMENT, INC. EMPLOYEE BENEFITS PLAN

$851K

$11K

AETNA HEALTH, INC.

PREPAID WIRELESS WHOLESALE LLC

PREPAID WIRELESS WHOLESALE LLC LIFE & DISABILITY PLAN

$57K

$10K

HARTFORD LIFE AND ACCIDENT