Welfare broker

THE MILSTEIN COMPANY

Mailing address (most recent filing)

104 RIVERSHIRE LANE

LINCOLNSHIRE, IL 60069

Total comp: $446K
Commissions: $185K
Fees: $260K
Filings: 2
Sponsors: 2

Carrier mix

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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	2	$6.1M	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
IL	2	$6.1M	0.0%	28.47x

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 MILSTEIN COMPANY's plans by broker comp / premium ratio. Median 13.60% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where THE MILSTEIN COMPANY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SELECT REHABILITATION, LLC SELECT REHABILITATION, LLC WELFARE BENEFITS PLAN	IL	$6.0M	$875K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
SELECT PT, OT & SLP REHABILITATION NY, PLLC SELECT PT, OT & SLP REHABILITATION NY, PLLC WELFARE BENEFITS PLAN	IL	$78K	$10K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

$6.1M

100.0%

State

Plans

Premium

State share

Index

$6.1M

0.0%

28.47x

Sponsor

Loc

Premium

Comp

Carrier

SELECT REHABILITATION, LLC

SELECT REHABILITATION, LLC WELFARE BENEFITS PLAN

$6.0M

$875K

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

SELECT PT, OT & SLP REHABILITATION NY, PLLC

SELECT PT, OT & SLP REHABILITATION NY, PLLC WELFARE BENEFITS PLAN

$78K

$10K

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY