Welfare broker

PREPARE BENEFITS, LLC

Mailing address (most recent filing)

7157 NARCOOSSEE RD 31579

ORLANDO, FL 32822

Total comp: $1.6M
Commissions: $675K
Fees: $968K
Filings: 66
Sponsors: 66

Carrier mix

Where PREPARE BENEFITS, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BANKERS FIDELITY LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BANKERS FIDELITY LIFE INSURANCE COMPANY	1	$197K	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
TN	1	$197K	0.1%	64.91x

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 PREPARE BENEFITS, LLC's plans by broker comp / premium ratio. Median 22.04% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of PREPARE BENEFITS, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where PREPARE BENEFITS, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CASH EXPRESS, LLC CASH EXPRESS, LLC HEALTH AND WELFARE PLAN	TN	$197K	$43K	BANKERS FIDELITY LIFE INSURANCE COMPANY