Welfare broker

O'SHERIDAN INSURANCE ALLIANCE INC

Mailing address (most recent filing)

6515 GRAND TETON PLAZA

SUITE 231

MADISON, WI 53719

Total comp: $106K
Commissions: $106K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where O'SHERIDAN INSURANCE ALLIANCE INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

QUARTZ HEALTH BENEFIT PLANS CORPORATION100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
QUARTZ HEALTH BENEFIT PLANS CORPORATION	1	$3.2M	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
WI	1	$3.2M	0.0%	53.08x

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 O'SHERIDAN INSURANCE ALLIANCE INC's plans by broker comp / premium ratio. Median 2.97% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of O'SHERIDAN INSURANCE ALLIANCE INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where O'SHERIDAN INSURANCE ALLIANCE INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NORTH AMERICAN MECHANICAL, INC. NORTH AMERICAN MECHANICAL, INC. EMPLOYEE BENEFITS PLAN	WI	$3.2M	$94K	QUARTZ HEALTH BENEFIT PLANS CORPORATION

Carrier

Plans

Premium

QUARTZ HEALTH BENEFIT PLANS CORPORATION

$3.2M

100.0%

State

Plans

Premium

State share

Index

$3.2M

0.0%

53.08x

Sponsor

Loc

Premium

Comp

Carrier

NORTH AMERICAN MECHANICAL, INC.

NORTH AMERICAN MECHANICAL, INC. EMPLOYEE BENEFITS PLAN

$3.2M

$94K

QUARTZ HEALTH BENEFIT PLANS CORPORATION