Welfare broker

SYNERGY BENEFIT ADVISORS, LLC

Mailing address (most recent filing)

1203 E. 33RD STREET

STE 250

TULSA, OK 74105

Total comp: $119K
Commissions: $117K
Fees: $2K
Filings: 3
Sponsors: 3

Carrier mix

Where SYNERGY BENEFIT ADVISORS, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA66.7%
METROPOLITAN LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$2.6M	66.7%
METROPOLITAN LIFE INSURANCE COMPANY	1	$5K	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
OK	3	$2.6M	0.3%	123.05x

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 SYNERGY BENEFIT ADVISORS, LLC's plans by broker comp / premium ratio. Median 5.84% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of SYNERGY BENEFIT ADVISORS, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where SYNERGY BENEFIT ADVISORS, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CLASSIC AUTO GROUP, LLC CLASSIC AUTO GROUP, LLC WELFARE BENEFIT PLAN	OK	$1.8M	$92K	BLUECROSS BLUESHIELD OF OKLAHOMA
TRANS-TEL CENTRAL, LLC TRANS-TEL CENTRAL, LLC WELFARE BENEFIT PLAN	OK	$746K	$44K	BLUECROSS BLUESHIELD OF OKLAHOMA
JBS VENTURES JBS VENTURES DBA RYCO SOLUTIONS WELFARE BENEFIT PLAN	OK	$5K	$758	METROPOLITAN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$2.6M

66.7%

METROPOLITAN LIFE INSURANCE COMPANY

$5K

33.3%

State

Plans

Premium

State share

Index

$2.6M

0.3%

123.05x

Sponsor

Loc

Premium

Comp

Carrier

CLASSIC AUTO GROUP, LLC

CLASSIC AUTO GROUP, LLC WELFARE BENEFIT PLAN

$1.8M

$92K

BLUECROSS BLUESHIELD OF OKLAHOMA

TRANS-TEL CENTRAL, LLC

TRANS-TEL CENTRAL, LLC WELFARE BENEFIT PLAN

$746K

$44K

BLUECROSS BLUESHIELD OF OKLAHOMA

JBS VENTURES

JBS VENTURES DBA RYCO SOLUTIONS WELFARE BENEFIT PLAN

$5K

$758

METROPOLITAN LIFE INSURANCE COMPANY