Welfare broker

THE PARTNER GROUP

Mailing address (most recent filing)

18700 N HAYDEN RD STE 405

SCOTTSDALE, AZ 85255

Total comp: $26K
Commissions: $9K
Fees: $17K
Filings: 2
Sponsors: 2

Carrier mix

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

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$493K	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
OR	1	$493K	0.1%	104.57x

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 PARTNER GROUP's plans by broker comp / premium ratio. Median 7.26% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
WOMEN'S HEALTHCARE ASSOCIATES, LLC WOMEN'S HEALTHCARE BENEFIT PLAN	OR	$493K	$36K	UNUM LIFE INSURANCE COMPANY OF AMERICA