Welfare broker

MEDLEY GROUP LTD

Mailing address (most recent filing)

1503 TRENTON LANE

BARTLETT, IL 60103

Total comp: $137K
Commissions: $137K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where MEDLEY GROUP LTD places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$3.9M	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
IL	1	$3.9M	0.0%	28.47x

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 MEDLEY GROUP LTD's plans by broker comp / premium ratio. Median 3.52% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of MEDLEY GROUP LTD's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where MEDLEY GROUP LTD is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TRUSTEES OF AREA TEAMSTERS INSURANCE BENEFIT PLAN AREA TEAMSTERS INSURANCE PLAN AND TRUST	IL	$3.9M	$137K	BLUE CROSS BLUE SHIELD