Welfare broker

OXFORD LIFE INSURANCE AGENCY

Mailing address (most recent filing)

2721 N CENTRAL AVE

PHOENIX, AZ 85004

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

Carrier mix

Where OXFORD LIFE INSURANCE AGENCY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	2	$10.5M	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
AZ	2	$10.5M	0.1%	85.91x

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 OXFORD LIFE INSURANCE AGENCY's plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where OXFORD LIFE INSURANCE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
U-HAUL HOLDING COMPANY U-HAUL HOLDING COMPANY DISABILITY INSURANCE PLAN	AZ	$7.7M	$0	METROPOLITAN LIFE INSURANCE COMPANY
U-HAUL HOLDING COMPANY U-HAUL HOLDING COMPANY LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT GROUP INSURANCE PLAN	AZ	$2.7M	$0	METROPOLITAN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$10.5M

100.0%

State

Plans

Premium

State share

Index

$10.5M

0.1%

85.91x

Sponsor

Loc

Premium

Comp

Carrier

U-HAUL HOLDING COMPANY

U-HAUL HOLDING COMPANY DISABILITY INSURANCE PLAN

$7.7M

METROPOLITAN LIFE INSURANCE COMPANY

U-HAUL HOLDING COMPANY

U-HAUL HOLDING COMPANY LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT GROUP INSURANCE PLAN

$2.7M

METROPOLITAN LIFE INSURANCE COMPANY