Welfare broker

TARA M HELLER

Mailing address (most recent filing)

10428 NORTH POTTER AVENUE

KANSAS CITY, MO 64157

Total comp: $5K
Commissions: $5K
Fees: $56
Filings: 5
Sponsors: 5

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$194K	100.0%

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
KS	1	$194K	0.1%	133.52x

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 TARA M HELLER's plans by broker comp / premium ratio. Median 3.90% vs welfare-wide median 6.40% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where TARA M HELLER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VALEO BEHAVIORAL HEALTH CARE INC. VALEO BEHAVIORAL HEALTH CARE HEALTH AND WELFARE PLAN	KS	$194K	$8K	METROPOLITAN LIFE INSURANCE COMPANY