Welfare broker

SANDY WASSON & ASSOCIATES INS, INC.

Mailing address (most recent filing)

9067 BELCHER ROAD

PINELLAS PARK, FL 33782

Total comp: $138K
Commissions: $138K
Fees: $0
Filings: 8
Sponsors: 8

Carrier mix

Where SANDY WASSON & ASSOCIATES INS, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA33.3%
SYMETRA LIFE INSURANCE COMPANY33.3%
RELIANCE STANDARD LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$452K	33.3%
SYMETRA LIFE INSURANCE COMPANY	1	$131K	33.3%
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$225K	33.3%

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
FL	3	$808K	0.1%	25.39x

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 SANDY WASSON & ASSOCIATES INS, INC.'s plans by broker comp / premium ratio. Median 15.90% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of SANDY WASSON & ASSOCIATES INS, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where SANDY WASSON & ASSOCIATES INS, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GUARDIAN FLEET SERVICES, INC GUARDIAN FLEET SERVICES HEALTH AND WELFARE PLAN	FL	$452K	$106K	UNUM LIFE INSURANCE COMPANY OF AMERICA
PROFESSIONAL HEALTH CARE OF PINELLAS, LLC PROFESSIONAL HEALTH CARE OF PINELLAS, LLC WELFARE BENEFIT PLAN	FL	$225K	$35K	RELIANCE STANDARD LIFE INSURANCE COMPANY
THOMAS SIGN & AWNING COMPANY, INC. THOMAS SIGN & AWNING HEALTH & WELFARE BENEFIT PLAN	FL	$131K	$21K	SYMETRA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNUM LIFE INSURANCE COMPANY OF AMERICA

$452K

33.3%

SYMETRA LIFE INSURANCE COMPANY

$131K

33.3%

RELIANCE STANDARD LIFE INSURANCE COMPANY

$225K

33.3%

State

Plans

Premium

State share

Index

$808K

0.1%

25.39x

Sponsor

Loc

Premium

Comp

Carrier

GUARDIAN FLEET SERVICES, INC

GUARDIAN FLEET SERVICES HEALTH AND WELFARE PLAN

$452K

$106K

UNUM LIFE INSURANCE COMPANY OF AMERICA

PROFESSIONAL HEALTH CARE OF PINELLAS, LLC

PROFESSIONAL HEALTH CARE OF PINELLAS, LLC WELFARE BENEFIT PLAN

$225K

$35K

RELIANCE STANDARD LIFE INSURANCE COMPANY

THOMAS SIGN & AWNING COMPANY, INC.

THOMAS SIGN & AWNING HEALTH & WELFARE BENEFIT PLAN

$131K

$21K

SYMETRA LIFE INSURANCE COMPANY