Welfare broker

MESIROW INSURANCE SERVICES INC

Mailing address (most recent filing)

353 NORTH CLARK STREET

CHICAGO, IL 60654

Total comp: $8.6M
Commissions: $6.6M
Fees: $2.0M
Filings: 327
Sponsors: 327

Carrier mix

Where MESIROW INSURANCE SERVICES INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA66.7%
UNITEDHEALTHCARE INSURANCE COMPANY11.1%
UPMC HEALTH OPTIONS11.1%
AETNA LIFE INSURANCE COMPANY11.1%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	6	$59.6M	66.7%
UNITEDHEALTHCARE INSURANCE COMPANY	1	$3.1M	11.1%
UPMC HEALTH OPTIONS	1	$927K	11.1%
AETNA LIFE INSURANCE COMPANY	1	$1.2M	11.1%

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	6	$58.5M	0.1%	18.98x
UT	1	$3.1M	0.1%	14.61x
PA	1	$927K	0.0%	2.66x
AL	1	$2.3M	0.1%	11.98x

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 MESIROW INSURANCE SERVICES INC's plans by broker comp / premium ratio. Median 1.76% vs welfare-wide median 6.29% (n=9).

Prospect-flag exposure · vs market baseline

Share of MESIROW INSURANCE SERVICES INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-9 of 9 sponsors where MESIROW INSURANCE SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BALYASNY ASSET MANAGEMENT LP BALYASNY ASSET MANAGEMENT LP EMPLOYEE BENEFITS PLAN	IL	$25.7M	$232K	BLUECROSS BLUESHIELD OF ILLINOIS
BEARY MANAGEMENT SERVICES, INC. BEARY MANAGEMENT SERVICES, INC. PREMIUM CONVERSION PLAN	IL	$9.0M	$178K	BLUECROSS BLUESHIELD OF ILLINOIS
UNITED LABORATORIES, INC. UNITED LABORATORIES, INC. EMPLOYEE BENEFITS PLAN	IL	$2.4M	$111K	HEALTH CARE SERVICE CORPORATION
MAYCO HOLDINGS, LLC MAYCO NON-UNION HEALTH & WELFARE PLAN	AL	$2.3M	$88K	BLUE CROSS AND BLUE SHIELD OF ALABAMA
SHC SERVICES, INC. SHC SERVICES, INC. EMPLOYEE BENEFITS PLAN	UT	$3.1M	$55K	UNITEDHEALTHCARE INSURANCE COMPANY
M. GLOSSER & SONS, INC. M. GLOSSER & SONS, INC. EMPLOYEE BENEFITS PLAN	PA	$927K	$46K	UPMC HEALTH OPTIONS
RCM INDUSTRIES, INC. RCM INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN	IL	$3.9M	$40K	BLUECROSS BLUESHIELD OF ILLINOIS
ALTER DOMUS INC ALTER DOMUS INC HEALTH & WELFARE PLAN	IL	$16.3M	$22K	BLUECROSS BLUESHIELD OF ILLINOIS
LOVEJOY INDUSTRIES, INC. LOVEJOY INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN	IL	$1.2M	$20K	AETNA HEALTH, INC.