Welfare broker

NUA GROUP LLC

Mailing address (most recent filing)

236 WEST PORTAL AVE

SAN FRANCISCO, CA 94127

Total comp: $790K
Commissions: $790K
Fees: $0
Filings: 6
Sponsors: 6

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY33.3%
AETNA LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$2.8M	33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$343K	33.3%
AETNA LIFE INSURANCE COMPANY	1	$7.4M	33.3%

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
CA	2	$3.2M	0.0%	8.50x
CO	1	$7.4M	0.1%	27.09x

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 NUA GROUP LLC's plans by broker comp / premium ratio. Median 6.02% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where NUA GROUP LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SOVOS BRANDS INTERMEDIATE, INC. SOVOS BRANDS INTERMEDIATE, INC. EMPLOYEE BENEFITS PLAN	CO	$7.4M	$414K	AETNA LIFE INSURANCE COMPANY
CORSAIR MEMORY, INC. CORSAIR MEMORY, INC. EMPLOYEE BENEFITS PLAN	CA	$2.8M	$170K	KAISER FOUNDATION HEALTH PLAN, INC.
FLYR, INC. FLYR HEALTH & WELFARE BENEFITS PLAN	CA	$343K	$29K	CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$2.8M

33.3%

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$343K

33.3%

AETNA LIFE INSURANCE COMPANY

$7.4M

33.3%

State

Plans

Premium

State share

Index

$3.2M

0.0%

8.50x

$7.4M

0.1%

27.09x

Sponsor

Loc

Premium

Comp

Carrier

SOVOS BRANDS INTERMEDIATE, INC.

SOVOS BRANDS INTERMEDIATE, INC. EMPLOYEE BENEFITS PLAN

$7.4M

$414K

AETNA LIFE INSURANCE COMPANY

CORSAIR MEMORY, INC.

CORSAIR MEMORY, INC. EMPLOYEE BENEFITS PLAN

$2.8M

$170K

KAISER FOUNDATION HEALTH PLAN, INC.

FLYR, INC.

FLYR HEALTH & WELFARE BENEFITS PLAN

$343K

$29K

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES