Welfare broker

THE ORIENTATION COMPANY, INC.

Mailing address (most recent filing)

5 COWBOYS WAY, SUITE 300-I

FRISCO, TX 75034

Total comp: $4.8M
Commissions: $4.4M
Fees: $352K
Filings: 31
Sponsors: 31

Carrier mix

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

RELIASTAR LIFE INSURANCE COMPANY16.7%
SYMETRA LIFE INSURANCE COMPANY16.7%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16.7%
KAISER FOUNDATION HEALTH PLAN INC16.7%
LIFE INSURANCE COMPANY OF NORTH AMERICA16.7%
AETNA LIFE INSURANCE COMPANY16.7%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIASTAR LIFE INSURANCE COMPANY	1	$6.0M	16.7%
SYMETRA LIFE INSURANCE COMPANY	1	$7.4M	16.7%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$5.4M	16.7%
KAISER FOUNDATION HEALTH PLAN INC	1	$6.7M	16.7%
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$603K	16.7%
AETNA LIFE INSURANCE COMPANY	1	$21.3M	16.7%

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
CA	2	$21.9M	0.0%	4.25x
TX	1	$5.4M	0.0%	2.79x
NV	1	$7.4M	0.2%	37.69x
KY	1	$6.0M	0.0%	3.28x
CT	1	$6.7M	0.1%	17.29x

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 ORIENTATION COMPANY, INC.'s plans by broker comp / premium ratio. Median 4.51% vs welfare-wide median 6.29% (n=6).

Prospect-flag exposure · vs market baseline

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

1-6 of 6 sponsors where THE ORIENTATION COMPANY, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BOYD GAMING CORPORATION BOYD GAMING BENEFITS PLAN	NV	$7.4M	$1.5M	SYMETRA LIFE INSURANCE COMPANY
TOYOTA BOSHOKU AMERICA, INC. TBA EMPLOYEE WELFARE BENEFIT PLAN	KY	$6.0M	$1.5M	RELIASTAR LIFE INSURANCE COMPANY
FLEETPRIDE, INC. THE FLEETPRIDE, INC. WELFARE BENEFIT PLAN	TX	$5.4M	$352K	LINCOLN NATIONAL LIFE INSURANCE COMPANY
MERRITT HOSPITALITY LLC HEI HOTELS AND RESORTS WELFARE BENEFIT PLAN	CT	$6.7M	$94K	KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.
NETSKOPE, INC. NETSKOPE HEALTH AND WELFARE PLAN	CA	$21.3M	$47K	AETNA LIFE INSURANCE CO.
EMSER TILE, LLC EMSER TILE, LLC WELFARE BENEFITS PLAN	CA	$603K	$15K	LIFE INSURANCE COMPANY OF NORTH AMERICA