Welfare broker

THE BAILEY GROUP

Mailing address (most recent filing)

1200 PLANTATION ISLAND DRIVE

SUITE 210

ST. AUGUSTINE, FL 32080

Total comp: $357K
Commissions: $306K
Fees: $50K
Filings: 12
Sponsors: 12

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$1.5M	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
FL	1	$1.5M	0.0%	25.39x

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 THE BAILEY GROUP's plans by broker comp / premium ratio. Median 10.76% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where THE BAILEY GROUP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC FLEXIBLE BENEFIT PLAN	FL	$1.5M	$162K	SUN LIFE ASSURANCE COMPANY OF CANADA