Welfare broker

MATTHEW C FELKNOR

Mailing address (most recent filing)

9333 CEDAR CIRCLE

BLOOMINGTON, MN 55425

Total comp: $119K
Commissions: $26K
Fees: $93K
Filings: 2
Sponsors: 2

Carrier mix

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

PRINCIPAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$197K	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
MN	1	$197K	0.0%	50.15x

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 MATTHEW C FELKNOR's plans by broker comp / premium ratio. Median 40.41% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MATTHEW C FELKNOR is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HERCULIFT INC HERC-U-LIFT WELFARE BENEFITS	MN	$197K	$79K	PRINCIPAL LIFE INSURANCE COMPANY