Welfare broker

STUART DUNKLE

Mailing address (most recent filing)

405 COUNTY ROAD 3236

QUITMAN, TX 75783

Total comp: $220K
Commissions: $53K
Fees: $166K
Filings: 21
Sponsors: 21

Carrier mix

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

CIGNA HEALTH AND LIFE INSURANCE COMPANY50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$2.5M	50.0%
AETNA LIFE INSURANCE COMPANY	1	$6.3M	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
NJ	2	$8.8M	0.1%	46.37x

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 STUART DUNKLE's plans by broker comp / premium ratio. Median 5.30% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
PARTY CITY HOLDINGS INC PARTY CITY HOLDINGS INC HEALTH AND WELFARE PLAN	NJ	$6.3M	$316K	AETNA LIFE INSURANCE COMPANY
IMMEDIATE CARE WALK IN MANAGEMENT, LLC IMMEDIATE CARE WALK IN MANAGEMENT HEALTH & WELFARE BENEFITS PLAN	NJ	$2.5M	$137K	CIGNA HEALTH AND LIFE INSURANCE COMPANY

Carrier

Plans

Premium

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$2.5M

50.0%

AETNA LIFE INSURANCE COMPANY

$6.3M

50.0%

State

Plans

Premium

State share

Index

$8.8M

0.1%

46.37x

Sponsor

Loc

Premium

Comp

Carrier

PARTY CITY HOLDINGS INC

PARTY CITY HOLDINGS INC HEALTH AND WELFARE PLAN

$6.3M

$316K

AETNA LIFE INSURANCE COMPANY

IMMEDIATE CARE WALK IN MANAGEMENT, LLC

IMMEDIATE CARE WALK IN MANAGEMENT HEALTH & WELFARE BENEFITS PLAN

$2.5M

$137K

CIGNA HEALTH AND LIFE INSURANCE COMPANY