Welfare broker

RETIREMENT, LLC SERIES TWO

Mailing address (most recent filing)

13838 QUAIL POINTE DR

OKLAHOMA CITY, OK 73134

Total comp: $2K
Commissions: $0
Fees: $2K
Filings: 1
Sponsors: 1

Carrier mix

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

PRINCIPAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$0	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
SD	1	$0	0.3%	362.21x

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 RETIREMENT, LLC SERIES TWO's plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where RETIREMENT, LLC SERIES TWO is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FRISBEES, INC. FRISBEE'S INC. 401(K) PLAN	SD	$0	$2K	PRINCIPAL LIFE INSURANCE COMPANY