Welfare broker

SCHULMAN INSURANCE BROKERAGE, LLC

Mailing address (most recent filing)

825 EAST GATE BOULEVARD

GARDEN CITY, NY 11530

Total comp: $555K
Commissions: $555K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

Where SCHULMAN INSURANCE BROKERAGE, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

AETNA LIFE INSURANCE COMPANY50.0%
UNITEDHEALTHCARE INSURANCE COMPANY16.7%
STANDARD INSURANCE COMPANY16.7%
CIGNA HEALTH AND LIFE INSURANCE COMPANY16.7%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	3	$9.7M	50.0%
UNITEDHEALTHCARE INSURANCE COMPANY	1	$3.0M	16.7%
STANDARD INSURANCE COMPANY	1	$5K	16.7%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$638K	16.7%

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
NY	4	$3.7M	0.1%	13.21x
TX	2	$9.6M	0.0%	5.57x

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 SCHULMAN INSURANCE BROKERAGE, LLC's plans by broker comp / premium ratio. Median 5.85% vs welfare-wide median 6.29% (n=6).

Prospect-flag exposure · vs market baseline

Share of SCHULMAN INSURANCE BROKERAGE, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-6 of 6 sponsors where SCHULMAN INSURANCE BROKERAGE, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PRECISION GLOBAL CONSULTING, LLC PRECISION GLOBAL CONSULTING, LLC	TX	$4.9M	$263K	AETNA LIFE INSURANCE COMPANY
PRECISION GLOBAL CONSULTING, LLC PRECISION GLOBAL CONSULTING, LLC	TX	$4.7M	$236K	AETNA LIFE INSURANCE COMPANY
ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOLS ATMOSPHERE ACADEMY PUBLIC CHARTER SCHOOLS HEALTH AND WELFARE PLAN	NY	$3.0M	$182K	UNITEDHEALTHCARE INSURANCE COMPANY
BC PARTNERS ADVISORS LP BC PARTNERS MEDICAL PLAN	NY	$638K	$118K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
THE METRO GROUP, INC. THE METRO GROUP, INC.	NY	$115K	$6K	AETNA LIFE INSURANCE COMPANY
EVERGREEN CHARTER SCHOOL ANTHEM LIFE	NY	$5K	$389	STANDARD INSURANCE COMPANY