Welfare broker

PLAN ANALYSTS INC

Mailing address (most recent filing)

4811 BEACH BOULEVARD, SUITE 433

JACKSONVILLE, FL 32207

Total comp: $613K
Commissions: $607K
Fees: $6K
Filings: 8
Sponsors: 8

Carrier mix

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

HCC LIFE INSURANCE COMPANY50.0%
AMERICAN UNITED LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HCC LIFE INSURANCE COMPANY	1	$945K	50.0%
AMERICAN UNITED LIFE INSURANCE COMPANY	1	$250K	50.0%

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
FL	2	$1.2M	0.0%	25.39x

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 PLAN ANALYSTS INC's plans by broker comp / premium ratio. Median 7.52% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where PLAN ANALYSTS INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BLUE WATER INDUSTRIES LLC-FL BLUE WATER INDUSTRIES LLC-FL EMPLOYEE BENEFITS PLAN	FL	$945K	$76K	TOKIO MARINE HCC
HICKORY FOODS, INC. HICKORY FOODS, INC. EMPLOYEE BENEFITS PLAN	FL	$250K	$18K	AMERICAN UNITED LIFE INSURANCE COMPANY

Carrier

Plans

Premium

HCC LIFE INSURANCE COMPANY

$945K

50.0%

AMERICAN UNITED LIFE INSURANCE COMPANY

$250K

50.0%

State

Plans

Premium

State share

Index

$1.2M

0.0%

25.39x

Sponsor

Loc

Premium

Comp

Carrier

BLUE WATER INDUSTRIES LLC-FL

BLUE WATER INDUSTRIES LLC-FL EMPLOYEE BENEFITS PLAN

$945K

$76K

TOKIO MARINE HCC

HICKORY FOODS, INC.

HICKORY FOODS, INC. EMPLOYEE BENEFITS PLAN

$250K

$18K

AMERICAN UNITED LIFE INSURANCE COMPANY