Welfare broker

RONALD J. FLEETER, INC.

Mailing address (most recent filing)

25700 SCIENCE PARK DR. STE 130

BEACHWOOD, OH 44122

Total comp: $237K
Commissions: $237K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where RONALD J. FLEETER, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA50.0%
APEX BENEFIT SERVICES50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$825K	50.0%
APEX BENEFIT SERVICES	1	$1.7M	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
OH	2	$2.6M	0.0%	7.72x

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 RONALD J. FLEETER, INC.'s plans by broker comp / premium ratio. Median 7.83% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of RONALD J. FLEETER, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where RONALD J. FLEETER, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PIONEER PHYSICIANS NETWORK INC. PIONEER PHYSCIANS NETWORK INC. HEALTH AND WELFARE PLAN	OH	$1.7M	$147K	APEX/SUMMA
MAZZELLA HOLDING COMPANY, INC. MAZZELLA HOLDING COMPANY LLC, EMPLOYEE WELFARE BENEFIT PROGRAM	OH	$825K	$59K	GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$825K

50.0%

APEX BENEFIT SERVICES

$1.7M

50.0%

State

Plans

Premium

State share

Index

$2.6M

0.0%

7.72x

Sponsor

Loc

Premium

Comp

Carrier

PIONEER PHYSICIANS NETWORK INC.

PIONEER PHYSCIANS NETWORK INC. HEALTH AND WELFARE PLAN

$1.7M

$147K

APEX/SUMMA

MAZZELLA HOLDING COMPANY, INC.

MAZZELLA HOLDING COMPANY LLC, EMPLOYEE WELFARE BENEFIT PROGRAM

$825K

$59K

GUARDIAN LIFE INSURANCE COMPANY OF AMERICA