Welfare broker

MATHER & STROHL ADMINISTRATIVE SVCS

Mailing address (most recent filing)

ADMINISTRATIVE SERVICES

12404 PARK CENTRAL DRIVE SUITE 400

DALLAS, TX 75251

Total comp: $573K
Commissions: $149K
Fees: $425K
Filings: 42
Sponsors: 42

Carrier mix

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

HARTFORD LIFE AND ACCIDENT66.7%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HARTFORD LIFE AND ACCIDENT	2	$148K	66.7%
BLUE CROSS OF CALIFORNIA	1	$1.8M	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	2	$1.8M	0.1%	47.77x
PA	1	$91K	0.0%	8.06x

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 ADMINISTRATIVE SVCS's plans by broker comp / premium ratio. Median 18.00% vs welfare-wide median 6.40% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where MATHER & STROHL ADMINISTRATIVE SVCS 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
GETTLE INCORPORATED GETTLE INCORPORATED HEALTH CARE PLANS	PA	$91K	$20K	HARTFORD
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

$148K

66.7%

BLUE CROSS OF CALIFORNIA

$1.8M

33.3%

State

Plans

Premium

State share

Index

$1.8M

0.1%

47.77x

$91K

0.0%

8.06x

Sponsor

Loc

Premium

Comp

Carrier

ST. ANDREW'S EPISCOPAL SCHOOL

ST. ANDREW'S EPISCOPAL SCHOOL WELFARE BENEFIT PLAN

$1.8M

$59K

CAREFIRST BLUECHOICE, INC

GETTLE INCORPORATED

GETTLE INCORPORATED HEALTH CARE PLANS

$91K

$20K

HARTFORD

PREPAID WIRELESS WHOLESALE LLC

PREPAID WIRELESS WHOLESALE LLC LIFE & DISABILITY PLAN

$57K

$10K

HARTFORD LIFE AND ACCIDENT