Welfare broker

ROBINSON FINANCIAL GROUP INC

Mailing address (most recent filing)

8833 GROSS POINT ROAD, SUITE 200

SKOKIE, IL 60077

Total comp: $1.1M
Commissions: $913K
Fees: $160K
Filings: 35
Sponsors: 35

Carrier mix

Where ROBINSON FINANCIAL GROUP INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA50.0%
UNITEDHEALTHCARE INSURANCE COMPANY33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY16.7%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	3	$4.0M	50.0%
UNITEDHEALTHCARE INSURANCE COMPANY	2	$2.9M	33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$378K	16.7%

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
IL	6	$7.3M	0.1%	28.47x

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 ROBINSON FINANCIAL GROUP INC's plans by broker comp / premium ratio. Median 4.91% vs welfare-wide median 6.29% (n=6).

Prospect-flag exposure · vs market baseline

Share of ROBINSON FINANCIAL GROUP INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-6 of 6 sponsors where ROBINSON FINANCIAL GROUP INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VITAE HEALTH CLINICIANS, PLLC VITAE HEALTH WELFARE BENEFITS PLAN WRAP	IL	$1.4M	$104K	UNITEDHEALTHCARE INSURANCE COMPANY
E80 GROUP, INC. E80 GROUP INC. HEALTH AND WELFARE BENEFITS WRAP	IL	$2.4M	$103K	BLUE CROSS BLUE SHIELD OF ILLINOIS
ALL-STAT PORTABLE LLC ALL-STAT PORTABLE LLC BENEFIT PLAN	IL	$378K	$84K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
CONCERTO RENAL SERVICES LLC CONCERTO RENAL SERVICES EMPLOYEE BENEFITS PLAN	IL	$1.5M	$73K	UNITEDHEALTHCARE INSURANCE COMPANY
PREMIER HEALTHCARE MANAGEMENT, LLC PREMIER HM FACILITIES HEALTH AND WELFARE WRAP	IL	$1.1M	$47K	BLUECROSS BLUESHIELD OF ILLINOIS
LIFELINE AMBULANCE LLC LIFELINE AMBULANCE LLC LIFE ONLY	IL	$536K	$26K	BLUECROSS BLUESHIELD OF ILLINOIS