Welfare broker

ROTH VOLUNTARY BENEFIT SERVICES INC

Mailing address (most recent filing)

9 DEARBORN LANE

BEAR, DE 19701

Total comp: $66K
Commissions: $53K
Fees: $12K
Filings: 25
Sponsors: 25

Carrier mix

Where ROTH VOLUNTARY BENEFIT SERVICES INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$254K	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
PA	1	$254K	0.0%	23.98x

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 ROTH VOLUNTARY BENEFIT SERVICES INC's plans by broker comp / premium ratio. Median 12.49% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of ROTH VOLUNTARY BENEFIT SERVICES INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where ROTH VOLUNTARY BENEFIT SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BEARINGS & DRIVES UNLIMITED, INC. BEARINGS & DRIVES UNLIMITED INC. WELFARE BENEFIT PLAN	PA	$254K	$32K	METROPOLITAN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$254K

100.0%

State

Plans

Premium

State share

Index

$254K

0.0%

23.98x

Sponsor

Loc

Premium

Comp

Carrier

BEARINGS & DRIVES UNLIMITED, INC.

BEARINGS & DRIVES UNLIMITED INC. WELFARE BENEFIT PLAN

$254K

$32K

METROPOLITAN LIFE INSURANCE COMPANY