Welfare broker

PLANSOURCE BEN ADMINISTRATION INC

Mailing address (most recent filing)

PO BOX 1313

ORLANDO, FL 32802

Total comp: $296K
Commissions: $2K
Fees: $294K
Filings: 26
Sponsors: 26

Carrier mix

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

UNITED OF OMAHA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$7.2M	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
OH	1	$7.2M	0.0%	7.72x

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 PLANSOURCE BEN ADMINISTRATION INC's plans by broker comp / premium ratio. Median 4.21% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where PLANSOURCE BEN ADMINISTRATION INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
AIR TRANSPORT INTERNATIONAL, INC. AIR TRANSPORT INTERNATIONAL, INC. WELFARE BENEFIT PLAN	OH	$7.2M	$302K	UNITED OF OMAHA LIFE INSURANCE COMPANY