Welfare broker

MORGAN PLANNING GROUP LLC

Mailing address (most recent filing)

1613 SOUTHCROSS DR W

BURNSVILLE, MN 55306

Total comp: $381K
Commissions: $257K
Fees: $124K
Filings: 3
Sponsors: 3

Carrier mix

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

HEALTHPARTNERS INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HEALTHPARTNERS INSURANCE COMPANY	1	$4.6M	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	$4.6M	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 MORGAN PLANNING GROUP LLC's plans by broker comp / premium ratio. Median 3.79% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MORGAN PLANNING GROUP LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ROAD MACHINERY AND SUPPLIES CO ROAD MACHINERY & SUPPLIES CO WRAP BENEFIT PLAN	MN	$4.6M	$174K	HEALTHPARTNERS INSURANCE COMPANY