Welfare broker

SYMPL BENEFITS INSURANCE AGENCY

Mailing address (most recent filing)

460 ADA DRIVE SE

SUITE 222

ADA, MI 49301

Total comp: $59K
Commissions: $59K
Fees: $0
Filings: 6
Sponsors: 6

Carrier mix

Where SYMPL BENEFITS INSURANCE AGENCY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

RELIANCE STANDARD LIFE INSURANCE COMPANY50.0%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$304K	50.0%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$140K	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
MI	2	$444K	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 SYMPL BENEFITS INSURANCE AGENCY's plans by broker comp / premium ratio. Median 16.11% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of SYMPL BENEFITS INSURANCE AGENCY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where SYMPL BENEFITS INSURANCE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TODD WENZEL BUICK GMC, INC. HEALTH BENEFIT PLAN FOR CASCADE NETWORK, LLC	MI	$304K	$53K	RELIANCE MATRIX
RON MIEDEMA CONCRETE CONTRACTORS HEALTH BENEFIT PLAN FOR RON MIEDEMA CONCRETE	MI	$140K	$21K	EQUITABLE

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$304K

50.0%

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$140K

50.0%

State

Plans

Premium

State share

Index

$444K

0.1%

41.16x

Sponsor

Loc

Premium

Comp

Carrier

TODD WENZEL BUICK GMC, INC.

HEALTH BENEFIT PLAN FOR CASCADE NETWORK, LLC

$304K

$53K

RELIANCE MATRIX

RON MIEDEMA CONCRETE CONTRACTORS

HEALTH BENEFIT PLAN FOR RON MIEDEMA CONCRETE

$140K

$21K

EQUITABLE