Welfare broker

SOL INSURANCE ASSOCIATES, LLC

Mailing address (most recent filing)

1 E WACKER DR., STE 3400

CHICAGO, IL 60601

Total comp: $348K
Commissions: $315K
Fees: $33K
Filings: 4
Sponsors: 4

Carrier mix

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

UNUM LIFE INSURANCE COMPANY OF AMERICA33.3%
STANDARD INSURANCE COMPANY33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$362K	33.3%
STANDARD INSURANCE COMPANY	1	$339K	33.3%
BLUE CROSS OF CALIFORNIA	1	$4.9M	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
IL	3	$5.6M	0.1%	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 SOL INSURANCE ASSOCIATES, LLC's plans by broker comp / premium ratio. Median 4.23% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where SOL INSURANCE ASSOCIATES, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
O'HAGAN MEYER, LLC O'HAGAN MEYER, LLC WRAP PLAN	IL	$4.9M	$207K	BLUE CROSS BLUE SHIELD
O'HAGAN MEYER, LLC O'HAGAN MEYER, LLC DENTAL AND VISION PLAN	IL	$339K	$31K	STANDARD INSURANCE COMPANY
O'HAGAN MEYER, LLC O'HAGAN MEYER, LLC LIFE AND ANCILLARY PLAN	IL	$362K	$12K	UNUM LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

UNUM LIFE INSURANCE COMPANY OF AMERICA

$362K

33.3%

STANDARD INSURANCE COMPANY

$339K

33.3%

BLUE CROSS OF CALIFORNIA

$4.9M

33.3%

State

Plans

Premium

State share

Index

$5.6M

0.1%

28.47x

Sponsor

Loc

Premium

Comp

Carrier

O'HAGAN MEYER, LLC

O'HAGAN MEYER, LLC WRAP PLAN

$4.9M

$207K

BLUE CROSS BLUE SHIELD

O'HAGAN MEYER, LLC

O'HAGAN MEYER, LLC DENTAL AND VISION PLAN

$339K

$31K

STANDARD INSURANCE COMPANY

O'HAGAN MEYER, LLC

O'HAGAN MEYER, LLC LIFE AND ANCILLARY PLAN

$362K

$12K

UNUM LIFE INSURANCE COMPANY OF AMERICA