Welfare broker

PINNACLE ADVISORY GROUP OF INDIANA

Mailing address (most recent filing)

131 E HIGHT ST

LAWRENCEBURG, IN 47025

Total comp: $13K
Commissions: $13K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where PINNACLE ADVISORY GROUP OF INDIANA 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	$77K	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
KY	1	$77K	0.0%	19.70x

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 PINNACLE ADVISORY GROUP OF INDIANA's plans by broker comp / premium ratio. Median 19.94% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of PINNACLE ADVISORY GROUP OF INDIANA's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where PINNACLE ADVISORY GROUP OF INDIANA is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
KOHRS LONNEMANN HEIL ENGINEERS, P.S.C. KOHRS LONNEMANN HEIL ENGINEERS, INC. EMPLOYEE BENEFIT PLAN	KY	$77K	$15K	SUN LIFE ASSURANCE COMPANY OF CANADA

Carrier

Plans

Premium

SUN LIFE ASSURANCE COMPANY OF CANADA

$77K

100.0%

State

Plans

Premium

State share

Index

$77K

0.0%

19.70x

Sponsor

Loc

Premium

Comp

Carrier

KOHRS LONNEMANN HEIL ENGINEERS, P.S.C.

KOHRS LONNEMANN HEIL ENGINEERS, INC. EMPLOYEE BENEFIT PLAN

$77K

$15K

SUN LIFE ASSURANCE COMPANY OF CANADA