Welfare broker

NELSON, WOODIS & SULLIVAN, INC.

Mailing address (most recent filing)

600 SOUTH HIGHWAY 169

STE 680

MINNEAPOLIS, MN 55426

Total comp: $126K
Commissions: $126K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

Where NELSON, WOODIS & SULLIVAN, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA40.0%
HARTFORD LIFE AND ACCIDENT20.0%
PRINCIPAL LIFE INSURANCE COMPANY20.0%
HEALTHPARTNERS INSURANCE COMPANY20.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	2	$206K	40.0%
HARTFORD LIFE AND ACCIDENT	1	$199K	20.0%
PRINCIPAL LIFE INSURANCE COMPANY	1	$122K	20.0%
HEALTHPARTNERS INSURANCE COMPANY	1	$2.7M	20.0%

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	5	$3.3M	0.2%	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 NELSON, WOODIS & SULLIVAN, INC.'s plans by broker comp / premium ratio. Median 5.43% vs welfare-wide median 6.29% (n=5).

Prospect-flag exposure · vs market baseline

Share of NELSON, WOODIS & SULLIVAN, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-5 of 5 sponsors where NELSON, WOODIS & SULLIVAN, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
WOLD ARCHITECTS INCORPORATED HEALTHPARTNERS	MN	$2.7M	$81K	HEALTHPARTNERS INSURANCE COMPANY
SOUTHDALE PEDIATRIC ASSOCIATES, LTD. SOUTHDALE PEDIATRIC ASSOCIATES, LTD. GROUP LONG TERM DISABILITY PLAN	MN	$199K	$20K	HARTFORD LIFE & ACCIDENT INSURANCE COMPANY
WOLD ARCHITECTS INCORPORATED UNUM LIFE INSURANCE COMPANY OF AMERICA	MN	$161K	$9K	UNUM LIFE INSURANCE COMPANY OF AMERICA
WOLD ARCHITECTS INCORPORATED UNUM LIFE INSURANCE COMPANY OF AMERICA	MN	$46K	$7K	UNUM LIFE INSURANCE COMPANY OF AMERICA
WOLD ARCHITECTS INCORPORATED PRINCIPAL FINANCIAL GROUP	MN	$122K	$5K	PRINCIPAL FINANCIAL GROUP