Welfare broker

ROBERT VOGELEI

Mailing address (most recent filing)

325 NORTH OLD WOORWARD AVENUE

BIRMINGHAM, MI 48009

Total comp: $82K
Commissions: $82K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

UNUM LIFE INSURANCE COMPANY OF AMERICA50.0%
PRIORITY HEALTH50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$55K	50.0%
PRIORITY HEALTH	1	$757K	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
MI	2	$811K	0.1%	41.16x

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 ROBERT VOGELEI's plans by broker comp / premium ratio. Median 10.15% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where ROBERT VOGELEI is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
WESTBORN, INC. WESTBORN MARKET BENEFITS	MI	$757K	$41K	PRIORITY HEALTH
LAUTREC, LTD. LAUTREC, LTD. LONG TERM CARE PLAN	MI	$55K	$8K	UNUM LIFE INSURANCE COMPANY OF AMERICA