Welfare broker

RT NELSON & ASSOC., LTD.

Mailing address (most recent filing)

903 COMMERCE DR STE 150

OAK BROOK, IL 60523

Total comp: $222K
Commissions: $221K
Fees: $545
Filings: 4
Sponsors: 4

Carrier mix

Where RT NELSON & ASSOC., LTD. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
STANDARD INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.3M	50.0%
STANDARD INSURANCE COMPANY	1	$164K	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
IL	2	$1.5M	0.0%	28.47x

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 RT NELSON & ASSOC., LTD.'s plans by broker comp / premium ratio. Median 8.07% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of RT NELSON & ASSOC., LTD.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where RT NELSON & ASSOC., LTD. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JS FORT GROUP INC JS FORT GROUP INC WELFARE PLAN	IL	$1.3M	$79K	UNITEDHEALTHCARE INSURANCE COMPANY
CHRISTIAN BROTHERS SERVICES CHRISTIAN BROTHERS SERVICES EMPLOYEE HEALTH BENEFI	IL	$164K	$16K	STANDARD INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.3M

50.0%

STANDARD INSURANCE COMPANY

$164K

50.0%

State

Plans

Premium

State share

Index

$1.5M

0.0%

28.47x

Sponsor

Loc

Premium

Comp

Carrier

JS FORT GROUP INC

JS FORT GROUP INC WELFARE PLAN

$1.3M

$79K

UNITEDHEALTHCARE INSURANCE COMPANY

CHRISTIAN BROTHERS SERVICES

CHRISTIAN BROTHERS SERVICES EMPLOYEE HEALTH BENEFI

$164K

$16K

STANDARD INSURANCE COMPANY