Welfare broker

ROGER BOUCHARD INSURANCE INC

Mailing address (most recent filing)

PO BOX 6090

CLEARWATER, FL 33758

Total comp: $4.1M
Commissions: $3.2M
Fees: $948K
Filings: 141
Sponsors: 141

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA66.7%
UNITEDHEALTHCARE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	2	$1.1M	66.7%
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.2M	33.3%

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
FL	3	$2.2M	0.1%	25.39x

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 ROGER BOUCHARD INSURANCE INC's plans by broker comp / premium ratio. Median 5.94% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where ROGER BOUCHARD INSURANCE INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
AMBITRANS DBA GRANT MEDICAL TRANSPORTATION GRANT MEDICAL TRANSPORTATION HEALTH AND WELFARE BENEFIT PLAN	FL	$1.2M	$71K	UNITEDHEALTHCARE INSURANCE COMPANY
USF FEDERAL CREDIT UNION THE USF FEDERAL CREDIT UNION WELFARE BENEFIT PLAN	FL	$1.0M	$41K	SUN LIFE
BROWARD COMMUNITY & FAMILY HEALTH CENTERS, INC. BROWARD COMMUNITY & FAMILY HEALTH CENTERS, INC. LIFE AND AD&D PLAN	FL	$12K	$2K	SUN LIFE ASSURANCE COMPANY OF CANADA

Carrier

Plans

Premium

SUN LIFE ASSURANCE COMPANY OF CANADA

$1.1M

66.7%

UNITEDHEALTHCARE INSURANCE COMPANY

$1.2M

33.3%

State

Plans

Premium

State share

Index

$2.2M

0.1%

25.39x

Sponsor

Loc

Premium

Comp

Carrier

AMBITRANS DBA GRANT MEDICAL TRANSPORTATION

GRANT MEDICAL TRANSPORTATION HEALTH AND WELFARE BENEFIT PLAN

$1.2M

$71K

UNITEDHEALTHCARE INSURANCE COMPANY

USF FEDERAL CREDIT UNION

THE USF FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

$1.0M

$41K

SUN LIFE

BROWARD COMMUNITY & FAMILY HEALTH CENTERS, INC.

BROWARD COMMUNITY & FAMILY HEALTH CENTERS, INC. LIFE AND AD&D PLAN

$12K

$2K

SUN LIFE ASSURANCE COMPANY OF CANADA