Welfare broker

ROLAND DUMONT AGENCY INC.

Mailing address (most recent filing)

985 FARMINGTON AVE BOX 2058

BRISTOL, CT 06010

Total comp: $86K
Commissions: $86K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where ROLAND DUMONT AGENCY INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$2.3M	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
CT	1	$2.3M	0.1%	103.72x

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 ROLAND DUMONT AGENCY INC.'s plans by broker comp / premium ratio. Median 5.72% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of ROLAND DUMONT AGENCY INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where ROLAND DUMONT AGENCY INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GM2 ASSOCIATES, INC. GM2 ASSOCIATES, INC. BENEFIT PLAN	CT	$2.3M	$134K	UNITEDHEALTHCARE INSURANCE COMPANY