Welfare broker

ROONEY INSURANCE AGENCY INC

Mailing address (most recent filing)

4700 S. GARNETT RD, STE 200

TULSA, OK 74146

Carrier mix

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$3.5M	40.0%
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$212K	20.0%
DELTA DENTAL OF CALIFORNIA	1	$179K	20.0%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$4.5M	20.0%

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
OK	5	$8.3M	0.5%	123.05x

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 ROONEY INSURANCE AGENCY INC's plans by broker comp / premium ratio. Median 5.72% vs welfare-wide median 6.29% (n=5).

Prospect-flag exposure · vs market baseline

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

1-5 of 5 sponsors where ROONEY INSURANCE AGENCY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ROONEY HOLDINGS INC. ROONEY HOLDINGS INC.	OK	$4.5M	$360K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
BS&B SAFETY SYSTEMS, LLC BS&B SAFETY SYSTEMS, LLC - HEALTH	OK	$2.5M	$125K	BLUECROSS BLUESHIELD OF OKLAHOMA INSURANCE COMPANY
MENTAL HEALTH ASSOCIATION OKLAHOMA MENTAL HEALTH ASSOCIATION OKLAHOMA EMPLOYEE BENEFITS PLAN	OK	$964K	$55K	BLUECROSS BLUESHIELD OF OKLAHOMA
OIL CAPITAL ELECTRIC, LLC OIL CAPITAL ELECTRIC, LLC, EMPLOYEE LIFE &	OK	$212K	$32K	UNITED OF OMAHA LIFE INSURANCE COMPANY
OIL CAPITAL ELECTRIC, LLC OIL CAPITAL ELECTRIC, LLC, DENTAL PLAN	OK	$179K	$7K	DELTA DENTAL