Welfare broker

PRIMARY SOURCE INSURANCE

Mailing address (most recent filing)

121 EAST PARK SQUARE

OWATONNA, MN 55060

Total comp: $1K
Commissions: $1K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

FEDERATED MUTUAL INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
FEDERATED MUTUAL INSURANCE COMPANY	1	$1.9M	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
MN	1	$1.9M	0.0%	50.15x

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 PRIMARY SOURCE INSURANCE's plans by broker comp / premium ratio. Median 0.05% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where PRIMARY SOURCE INSURANCE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FEDERATED MUTUAL INSURANCE COMPANY FEDERATED LIFE-DISABILITY PLAN	MN	$1.9M	$1K	FEDERATED LIFE INSURANCE COMPANY