Welfare broker

OVATION HEALTH & LIFE SERVICES INC

Mailing address (most recent filing)

PO BOX 796816

DALLAS, TX 75379

Total comp: $52K
Commissions: $52K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where OVATION HEALTH & LIFE SERVICES INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$272K	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
MO	1	$272K	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 OVATION HEALTH & LIFE SERVICES INC's plans by broker comp / premium ratio. Median 11.15% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of OVATION HEALTH & LIFE SERVICES INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where OVATION HEALTH & LIFE SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HOEFER WELKER, LLC HOEFER WELKER, LLC HEALTH AND WELFARE PLAN	MO	$272K	$30K	SUN LIFE ASSURANCE COMPANY OF CANADA