Welfare broker

OLLIS & COMPANY INC

Mailing address (most recent filing)

2274 EAST SUNSHINE STREET

SPRINGFIELD, MO 65804

Total comp: $381K
Commissions: $373K
Fees: $8K
Filings: 15
Sponsors: 15

Carrier mix

Where OLLIS & COMPANY INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

HEALTH NET33.3%
BLUE CROSS OF CALIFORNIA33.3%
ANTHEM LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HEALTH NET	1	$1.5M	33.3%
BLUE CROSS OF CALIFORNIA	1	$1.5M	33.3%
ANTHEM LIFE INSURANCE COMPANY	1	$406K	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
MO	3	$3.4M	0.0%	17.86x

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 OLLIS & COMPANY INC's plans by broker comp / premium ratio. Median 4.05% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where OLLIS & COMPANY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
RUSSELL CELLULAR AND SATELLITE, INC. RUSSELL CELLULAR AND SATELLITE, INC. EMPLOYEE BENEFITS PLAN	MO	$1.5M	$82K	HEALTHY ALLIANCE LIFE INSURANCE COMPANY
L & R INDUSTRIES, INC. L & R INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN	MO	$1.5M	$51K	HMO MISSOURI, INC.
SCHOOL OF THE OZARKS, INC. ANTHEM MEDICARE PREFERRED MAPD (PPO)	MO	$406K	$16K	ANTHEM BLUE CROSS BLUE SHIELD

Carrier

Plans

Premium

HEALTH NET

$1.5M

33.3%

BLUE CROSS OF CALIFORNIA

$1.5M

33.3%

ANTHEM LIFE INSURANCE COMPANY

$406K

33.3%

State

Plans

Premium

State share

Index

$3.4M

0.0%

17.86x

Sponsor

Loc

Premium

Comp

Carrier

RUSSELL CELLULAR AND SATELLITE, INC.

RUSSELL CELLULAR AND SATELLITE, INC. EMPLOYEE BENEFITS PLAN

$1.5M

$82K

HEALTHY ALLIANCE LIFE INSURANCE COMPANY

L & R INDUSTRIES, INC.

L & R INDUSTRIES, INC. EMPLOYEE BENEFITS PLAN

$1.5M

$51K

HMO MISSOURI, INC.

SCHOOL OF THE OZARKS, INC.

ANTHEM MEDICARE PREFERRED MAPD (PPO)

$406K

$16K

ANTHEM BLUE CROSS BLUE SHIELD