Welfare broker

NORTH AMERICAN INSURANCE AGENCY

Mailing address (most recent filing)

P.O. BOX 949

LAWTON, OK 73502

Total comp: $125K
Commissions: $125K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

Where NORTH AMERICAN INSURANCE AGENCY 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	4	$11.0M	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	3	$10.3M	0.3%	92.29x
CA	1	$765K	0.0%	3.19x

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 NORTH AMERICAN INSURANCE AGENCY's plans by broker comp / premium ratio. Median 4.96% vs welfare-wide median 6.29% (n=4).

Prospect-flag exposure · vs market baseline

Share of NORTH AMERICAN INSURANCE AGENCY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-4 of 4 sponsors where NORTH AMERICAN INSURANCE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FORT SILL APACHE CASINO FORT SILL APACHE CASINO WELFARE PLAN	OK	$2.4M	$106K	BLUECROSS BLUESHIELD OF OKLAHOMA
HILLIARY COMMUNICATIONS, LLC HILLIARY COMMUNICATIONS, LLC WELFARE BENEFITS PLAN	OK	$721K	$45K	BLUECROSS BLUESHIELD OF OKLAHOMA
GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOM GOODWILL INDUSTRIES OF SW OKLAHOMA HEALTH & WELFARE TRUST	CA	$765K	$42K	BLUE CROSS BLUSHIELD OF OKLAHOMA
COMANCHE NATION ENTERTAINMENT COMANCHE NATION ENTERTAINMENT WELFARE BENEFIT PLAN	OK	$7.1M	$2K	BLUECROSS BLUESHIELD OF OKLAHOMA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$11.0M

100.0%

State

Plans

Premium

State share

Index

$10.3M

0.3%

92.29x

$765K

0.0%

3.19x

Sponsor

Loc

Premium

Comp

Carrier

FORT SILL APACHE CASINO

FORT SILL APACHE CASINO WELFARE PLAN

$2.4M

$106K

BLUECROSS BLUESHIELD OF OKLAHOMA

HILLIARY COMMUNICATIONS, LLC

HILLIARY COMMUNICATIONS, LLC WELFARE BENEFITS PLAN

$721K

$45K

BLUECROSS BLUESHIELD OF OKLAHOMA

GOODWILL INDUSTRIES OF SOUTHWEST OKLAHOM

GOODWILL INDUSTRIES OF SW OKLAHOMA HEALTH & WELFARE TRUST

$765K

$42K

BLUE CROSS BLUSHIELD OF OKLAHOMA

COMANCHE NATION ENTERTAINMENT

COMANCHE NATION ENTERTAINMENT WELFARE BENEFIT PLAN

$7.1M

$2K

BLUECROSS BLUESHIELD OF OKLAHOMA