Welfare broker

SCHWARTZ BENEFIT SERVICES INC

Mailing address (most recent filing)

500 W MADISON ST, STE 2760

CHICAGO, IL 606614568

Total comp: $113K
Commissions: $107K
Fees: $6K
Filings: 7
Sponsors: 7

Carrier mix

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

UNUM LIFE INSURANCE COMPANY OF AMERICA66.7%
DELTA DENTAL OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	2	$774K	66.7%
DELTA DENTAL OF CALIFORNIA	1	$99K	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
MO	2	$774K	0.0%	11.91x
IL	1	$99K	0.0%	9.49x

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 SCHWARTZ BENEFIT SERVICES INC's plans by broker comp / premium ratio. Median 5.75% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where SCHWARTZ BENEFIT SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TAMKO BUILDING PRODUCTS LLC TAMKO BUILDING PRODUCTS LLC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN	MO	$440K	$69K	UNUM LIFE INSURANCE COMPANY OF AMERICA
TAMKO BUILDING PRODUCTS LLC TAMKO BUILDING PRODUCTS LLC LONG-TERM DISABILITY PLAN	MO	$335K	$19K	UNUM LIFE INSURANCE COMPANY OF AMERICA
EAST LAKE MANAGEMENT & DEVELOPMENT CORP EAST LAKE MANAGEMENT & DEVELOPMENT CORP DENTAL PLAN	IL	$99K	$4K	DELTA DENTAL OF ILLINOIS

Carrier

Plans

Premium

UNUM LIFE INSURANCE COMPANY OF AMERICA

$774K

66.7%

DELTA DENTAL OF CALIFORNIA

$99K

33.3%

State

Plans

Premium

State share

Index

$774K

0.0%

11.91x

$99K

0.0%

9.49x

Sponsor

Loc

Premium

Comp

Carrier

TAMKO BUILDING PRODUCTS LLC

TAMKO BUILDING PRODUCTS LLC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN

$440K

$69K

UNUM LIFE INSURANCE COMPANY OF AMERICA

TAMKO BUILDING PRODUCTS LLC

TAMKO BUILDING PRODUCTS LLC LONG-TERM DISABILITY PLAN

$335K

$19K

UNUM LIFE INSURANCE COMPANY OF AMERICA

EAST LAKE MANAGEMENT & DEVELOPMENT CORP

EAST LAKE MANAGEMENT & DEVELOPMENT CORP DENTAL PLAN

$99K

$4K

DELTA DENTAL OF ILLINOIS