Welfare broker

STEVEN RODIA

Mailing address (most recent filing)

1514 WOODLAND ROAD

WEST CHESTER, PA 19382

Total comp: $47K
Commissions: $47K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY50.0%
KEYSTONE HEALTH PLAN EAST50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$60K	50.0%
KEYSTONE HEALTH PLAN EAST	1	$21.1M	50.0%

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
PA	2	$21.1M	0.0%	23.98x

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 STEVEN RODIA's plans by broker comp / premium ratio. Median 5.10% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where STEVEN RODIA is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BOARD OF TRUSTEES USW DISTRICT 10, LOCAL 286, USW DISTRICT 10, LOCAL 286, HEALTH AND WELFARE FUND	PA	$21.1M	$41K	KEYSTONE HEALTH PLAN EAST
UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN	PA	$60K	$6K	RELIANCE STANDARD INSURANCE CO.

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$60K

50.0%

KEYSTONE HEALTH PLAN EAST

$21.1M

50.0%

State

Plans

Premium

State share

Index

$21.1M

0.0%

23.98x

Sponsor

Loc

Premium

Comp

Carrier

BOARD OF TRUSTEES USW DISTRICT 10, LOCAL 286,

USW DISTRICT 10, LOCAL 286, HEALTH AND WELFARE FUND

$21.1M

$41K

KEYSTONE HEALTH PLAN EAST

UNITED STEELWORKERS LOCAL 286 LEGAL SERVICES PLAN

$60K

$6K

RELIANCE STANDARD INSURANCE CO.