Welfare broker

RUSSELL, SUSAN

Mailing address (most recent filing)

340 SOMERSET DRIVE

PASADENA, MD 21122

Total comp: $22K
Commissions: $22K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where RUSSELL, SUSAN places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$88K	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	$88K	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 RUSSELL, SUSAN's plans by broker comp / premium ratio. Median 11.28% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of RUSSELL, SUSAN's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where RUSSELL, SUSAN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CORVETTE AMERICA, INC. CORVETTE AMERICA, INC. HEALTH & WELFARE PLAN	PA	$88K	$10K	SUN LIFE ASSURANCE COMPANY OF CANADA