Welfare broker

RELION INSURANCE SOLUTIONS

Mailing address (most recent filing)

24 WESTSIDE DRIVE

IOWA CITY, IA 52246

Total comp: $11K
Commissions: $11K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY50.0%
PRINCIPAL LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$20K	50.0%
PRINCIPAL LIFE INSURANCE COMPANY	1	$22K	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
IA	2	$42K	0.2%	105.23x

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 RELION INSURANCE SOLUTIONS's plans by broker comp / premium ratio. Median 15.61% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
PHELPS UNIFORM SPECIALISTS, INC PHELPS UNIFORM SPECIALISTS, INC GROUP LIFE PLAN	IA	$20K	$4K	RELIANCE STANDARD LIFE INSURANCE COMPANY
CHRISTIAN RETIREMENT SERVICES, INC. CHRISTIAN RETIREMENT SERVICES D/B/A OAKNOLL EMPLOYEE LIFE INSURANCE PLAN	IA	$22K	$2K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$20K

50.0%

PRINCIPAL LIFE INSURANCE COMPANY

$22K

50.0%

State

Plans

Premium

State share

Index

$42K

0.2%

105.23x

Sponsor

Loc

Premium

Comp

Carrier

PHELPS UNIFORM SPECIALISTS, INC

PHELPS UNIFORM SPECIALISTS, INC GROUP LIFE PLAN

$20K

$4K

RELIANCE STANDARD LIFE INSURANCE COMPANY

CHRISTIAN RETIREMENT SERVICES, INC.

CHRISTIAN RETIREMENT SERVICES D/B/A OAKNOLL EMPLOYEE LIFE INSURANCE PLAN

$22K

$2K

PRINCIPAL LIFE INSURANCE COMPANY