Welfare broker

STACEY DUNBAR

Mailing address (most recent filing)

1670 INDIAN WOOD CIRCLE

MAUMEE, OH 43537

Total comp: $207K
Commissions: $207K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

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

PRIORITY HEALTH66.7%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRIORITY HEALTH	2	$3.7M	66.7%
BLUE CROSS OF CALIFORNIA	1	$1.4M	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
MI	3	$5.2M	0.1%	41.16x

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 STACEY DUNBAR's plans by broker comp / premium ratio. Median 6.41% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where STACEY DUNBAR is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ICONMA, LLC ICONMA, LLC HEALTH AND WELFARE BENEFIT PLAN	MI	$2.6M	$220K	PRIORITY HEALTH INSURANCE COMPANY
BLEISTAHL NORTH AMERICA BLEISTAHL NORTH AMERICA WELFARE BENEFIT PLAN	MI	$1.1M	$71K	PRIORITY HEALTH
CBS BORING & MACHINE, INC. CBS BORING & MACHINE COMPANY, INC. GROUP INSURANCE PLAN	MI	$1.4M	$55K	BLUE CROSS BLUE SHIELD OF MICHIGAN

Carrier

Plans

Premium

PRIORITY HEALTH

$3.7M

66.7%

BLUE CROSS OF CALIFORNIA

$1.4M

33.3%

State

Plans

Premium

State share

Index

$5.2M

0.1%

41.16x

Sponsor

Loc

Premium

Comp

Carrier

ICONMA, LLC

ICONMA, LLC HEALTH AND WELFARE BENEFIT PLAN

$2.6M

$220K

PRIORITY HEALTH INSURANCE COMPANY

BLEISTAHL NORTH AMERICA

BLEISTAHL NORTH AMERICA WELFARE BENEFIT PLAN

$1.1M

$71K

PRIORITY HEALTH

CBS BORING & MACHINE, INC.

CBS BORING & MACHINE COMPANY, INC. GROUP INSURANCE PLAN

$1.4M

$55K

BLUE CROSS BLUE SHIELD OF MICHIGAN