Welfare broker

NEXTEP BENEFITS SERVICES LLC

Mailing address (most recent filing)

1800 N INTERSTATE DRIVE

NORMAN, OK 73072

Total comp: $2.1M
Commissions: $1.9M
Fees: $258K
Filings: 2
Sponsors: 2

Carrier mix

Where NEXTEP BENEFITS SERVICES LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

AETNA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	1	$129.7M	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
OK	1	$129.7M	0.1%	123.05x

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 NEXTEP BENEFITS SERVICES LLC's plans by broker comp / premium ratio. Median 1.64% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of NEXTEP BENEFITS SERVICES LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where NEXTEP BENEFITS SERVICES LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NEXTEP INC. NEXTEP INC. EMPLOYEE BENEFITS PLAN	OK	$129.7M	$2.1M	AETNA LIFE INSURANCE COMPANY