Welfare broker

R&R INS SER INC

Mailing address (most recent filing)

N14W23900 STONE RIDGE DR.

WAUKESHA, WI 531881135

Total comp: $95K
Commissions: $56K
Fees: $39K
Filings: 6
Sponsors: 6

Carrier mix

Where R&R INS SER INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.2M	50.0%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$102K	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
WI	2	$1.3M	0.1%	53.08x

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 R&R INS SER INC's plans by broker comp / premium ratio. Median 9.97% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of R&R INS SER INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where R&R INS SER INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BARTOLOTTA MANAGEMENT GROUP BARTOLOTTA MANAGEMENT GROUP EMPLOYEE BENEFITS PLAN	WI	$1.2M	$69K	UNITEDHEALTHCARE INSURANCE COMPANY
ENGINEERING SPECIALISTS, INC. ENGINEERING SPECIALISTS, INC. ENGINEERING SPECIALISTS, INC. GROUP BENEFIT PLAN	WI	$102K	$14K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.2M

50.0%

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$102K

50.0%

State

Plans

Premium

State share

Index

$1.3M

0.1%

53.08x

Sponsor

Loc

Premium

Comp

Carrier

BARTOLOTTA MANAGEMENT GROUP

BARTOLOTTA MANAGEMENT GROUP EMPLOYEE BENEFITS PLAN

$1.2M

$69K

UNITEDHEALTHCARE INSURANCE COMPANY

ENGINEERING SPECIALISTS, INC.

ENGINEERING SPECIALISTS, INC. ENGINEERING SPECIALISTS, INC. GROUP BENEFIT PLAN

$102K

$14K

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA