Welfare broker

TAYLOR ORTON

Mailing address (most recent filing)

COTTINGHAM AND BUTLER INSURANCE SER

800 MAIN ST

DUBUQUE, IA 52001

Total comp: $93K
Commissions: $93K
Fees: $22
Filings: 4
Sponsors: 4

Carrier mix

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

HEALTHPARTNERS INSURANCE COMPANY66.7%
DEAN HEALTH PLAN INC33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HEALTHPARTNERS INSURANCE COMPANY	2	$3.0M	66.7%
DEAN HEALTH PLAN INC	1	$491K	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
WI	3	$3.5M	0.1%	53.08x

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 TAYLOR ORTON's plans by broker comp / premium ratio. Median 3.98% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where TAYLOR ORTON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CONSOLIDATED CONSTRUCTION CO., INC. CONSOLIDATED CONSTRUCTION CO, INC. BENEFIT PLAN	WI	$1.7M	$66K	HEALTHPARTNERS INSURANCE COMPANY
ROMO INC. ROMO INC. HEALTH & WELFARE	WI	$1.4M	$27K	HEALTHPARTNERS INSURANCE COMPANY-NE WI
FAMILY FRESH PACK LLC FAMILY FRESH PACK HEALTH AND WELFARE PLAN	WI	$491K	$20K	DEAN HEALTH PLAN INC

Carrier

Plans

Premium

HEALTHPARTNERS INSURANCE COMPANY

$3.0M

66.7%

DEAN HEALTH PLAN INC

$491K

33.3%

State

Plans

Premium

State share

Index

$3.5M

0.1%

53.08x

Sponsor

Loc

Premium

Comp

Carrier

CONSOLIDATED CONSTRUCTION CO., INC.

CONSOLIDATED CONSTRUCTION CO, INC. BENEFIT PLAN

$1.7M

$66K

HEALTHPARTNERS INSURANCE COMPANY

ROMO INC.

ROMO INC. HEALTH & WELFARE

$1.4M

$27K

HEALTHPARTNERS INSURANCE COMPANY-NE WI

FAMILY FRESH PACK LLC

FAMILY FRESH PACK HEALTH AND WELFARE PLAN

$491K

$20K

DEAN HEALTH PLAN INC