Welfare broker

R&R INSURANCE

Mailing address (most recent filing)

N14 W23900 STONE RIDGE DR

WAUKESHA, WI 53188

Total comp: $9K
Commissions: $9K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

HCC LIFE INSURANCE COMPANY50.0%
PREMIER REAL ESTATE MANAGEMENT50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HCC LIFE INSURANCE COMPANY	1	$756K	50.0%
PREMIER REAL ESTATE MANAGEMENT	1	$411	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	$756K	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 INSURANCE's plans by broker comp / premium ratio. Median 0.25% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
TRI CITY NATIONAL BANK TCNB WRAP FORM FILING	WI	$756K	$2K	TOKIO MARINE HCC - STOP LOSS GROUP
PREMIER REAL ESTATE MANAGEMENT LLC PREMIER REAL ESTATE MANAGEMENT LLC HRA PLAN	WI	$411	$0	PREMIER REAL ESTATE MANAGEMENT

Carrier

Plans

Premium

HCC LIFE INSURANCE COMPANY

$756K

50.0%

PREMIER REAL ESTATE MANAGEMENT

$411

50.0%

State

Plans

Premium

State share

Index

$756K

0.1%

53.08x

Sponsor

Loc

Premium

Comp

Carrier

TRI CITY NATIONAL BANK

TCNB WRAP FORM FILING

$756K

$2K

TOKIO MARINE HCC - STOP LOSS GROUP

PREMIER REAL ESTATE MANAGEMENT LLC

PREMIER REAL ESTATE MANAGEMENT LLC HRA PLAN

$411

PREMIER REAL ESTATE MANAGEMENT