Welfare broker

SYMETRA LIFE INSURANCE COMPANY

Mailing address (most recent filing)

777 108TH AVE NE

BELLEVUE, WA 98004

Total comp: $685K
Commissions: $26K
Fees: $659K
Filings: 4
Sponsors: 4

Carrier mix

Where SYMETRA LIFE INSURANCE COMPANY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SYMETRA LIFE INSURANCE COMPANY33.3%
HEALTH ADVOCATE SOLUTIONS, INC.33.3%
DELTA DENTAL OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SYMETRA LIFE INSURANCE COMPANY	1	$58K	33.3%
HEALTH ADVOCATE SOLUTIONS, INC.	1	$911K	33.3%
DELTA DENTAL OF CALIFORNIA	1	$279K	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
ME	1	$911K	0.3%	98.76x
KY	1	$279K	0.0%	6.57x
IA	1	$58K	0.1%	35.08x

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 SYMETRA LIFE INSURANCE COMPANY's plans by broker comp / premium ratio. Median 44.89% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of SYMETRA LIFE INSURANCE COMPANY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where SYMETRA LIFE INSURANCE COMPANY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ROBBINS LUMBER, INC ROBBINS LUMBER INC, EMPLOYEE BENEFITS PLAN	ME	$911K	$409K	PATIENT ADVOCATES LLC
THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL BENEFITS WRAP PLAN	KY	$279K	$281K	DELTA DENTAL OF KENTUCKY
LORING HOSPITAL LORING HOSPITAL LIFE AND AD&D PLAN	IA	$58K	$18K	SYMETRA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

SYMETRA LIFE INSURANCE COMPANY

$58K

33.3%

HEALTH ADVOCATE SOLUTIONS, INC.

$911K

33.3%

DELTA DENTAL OF CALIFORNIA

$279K

33.3%

State

Plans

Premium

State share

Index

$911K

0.3%

98.76x

$279K

0.0%

6.57x

$58K

0.1%

35.08x

Sponsor

Loc

Premium

Comp

Carrier

ROBBINS LUMBER, INC

ROBBINS LUMBER INC, EMPLOYEE BENEFITS PLAN

$911K

$409K

PATIENT ADVOCATES LLC

THE LEXINGTON SCHOOL

THE LEXINGTON SCHOOL BENEFITS WRAP PLAN

$279K

$281K

DELTA DENTAL OF KENTUCKY

LORING HOSPITAL

LORING HOSPITAL LIFE AND AD&D PLAN

$58K

$18K

SYMETRA LIFE INSURANCE COMPANY