Welfare broker

RISKPOINT INSURANCE ADVISORS LLC

Mailing address (most recent filing)

15350 SW SEQUOIA PARKWAY, SUITE 350

PORTLAND, OR 97224

Total comp: $81K
Commissions: $81K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

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

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$61K	50.0%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$303K	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
OR	2	$364K	0.2%	104.57x

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 RISKPOINT INSURANCE ADVISORS LLC's plans by broker comp / premium ratio. Median 13.38% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where RISKPOINT INSURANCE ADVISORS LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CARR AUTO GROUP, INC. CARR AUTO GROUP INC WRAP PLAN	OR	$303K	$45K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
TETHEROW GOLF COURSE, LLC TETHEROW GOLF COURSE HEALTH AND WELFARE PLAN	OR	$61K	$7K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

PRINCIPAL LIFE INSURANCE COMPANY

$61K

50.0%

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$303K

50.0%

State

Plans

Premium

State share

Index

$364K

0.2%

104.57x

Sponsor

Loc

Premium

Comp

Carrier

CARR AUTO GROUP, INC.

CARR AUTO GROUP INC WRAP PLAN

$303K

$45K

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

TETHEROW GOLF COURSE, LLC

TETHEROW GOLF COURSE HEALTH AND WELFARE PLAN

$61K

$7K

PRINCIPAL LIFE INSURANCE COMPANY