Welfare broker

THE REES GROUP AZ LLC

Mailing address (most recent filing)

16819 N 43RD ST

PHOENIX, AZ 850323323

Total comp: $46K
Commissions: $45K
Fees: $1K
Filings: 12
Sponsors: 12

Carrier mix

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

LIFE INSURANCE COMPANY OF NORTH AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
LIFE INSURANCE COMPANY OF NORTH AMERICA	4	$32K	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
AZ	4	$32K	0.3%	85.91x

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 REES GROUP AZ LLC's plans by broker comp / premium ratio. Median 10.01% vs welfare-wide median 6.29% (n=4).

Prospect-flag exposure · vs market baseline

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

1-4 of 4 sponsors where THE REES GROUP AZ LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GPW AND ASSOCIATES, INC. GPW AND ASSOCIATES, INC. EMPLOYEE LIFE INSURANCE PLAN	AZ	$15K	$2K	LIFE INSURANCE COMPANY OF NORTH AMERICA
GPW AND ASSOCIATES, INC. GPW AND ASSOCIATES, INC. EMPLOYEE SHORT TERM DISABILITY INSURANCE PLAN	AZ	$9K	$943	LIFE INSURANCE COMPANY OF NORTH AMERICA
GPW AND ASSOCIATES, INC. GPW AND ASSOCIATES, INC. EMPLOYEE LONG TERM DISABILITY INSURANCE PLAN	AZ	$5K	$805	LIFE INSURANCE COMPANY OF NORTH AMERICA
GPW AND ASSOCIATES, INC. GPW AND ASSOCIATES, INC. EMPLOYEE ACCIDENT INSURANCE PLAN	AZ	$2K	$186	LIFE INSURANCE COMPANY OF NORTH AMERICA

Carrier

Plans

Premium

LIFE INSURANCE COMPANY OF NORTH AMERICA

$32K

100.0%

State

Plans

Premium

State share

Index

$32K

0.3%

85.91x

Sponsor

Loc

Premium

Comp

Carrier

GPW AND ASSOCIATES, INC.

GPW AND ASSOCIATES, INC. EMPLOYEE LIFE INSURANCE PLAN

$15K

$2K

LIFE INSURANCE COMPANY OF NORTH AMERICA

GPW AND ASSOCIATES, INC.

GPW AND ASSOCIATES, INC. EMPLOYEE SHORT TERM DISABILITY INSURANCE PLAN

$9K

$943

LIFE INSURANCE COMPANY OF NORTH AMERICA

GPW AND ASSOCIATES, INC.

GPW AND ASSOCIATES, INC. EMPLOYEE LONG TERM DISABILITY INSURANCE PLAN

$5K

$805

LIFE INSURANCE COMPANY OF NORTH AMERICA

GPW AND ASSOCIATES, INC.

GPW AND ASSOCIATES, INC. EMPLOYEE ACCIDENT INSURANCE PLAN

$2K

$186

LIFE INSURANCE COMPANY OF NORTH AMERICA