Welfare broker

THE STONER ORGANIZATION

Mailing address (most recent filing)

700 CENTRAL AVENUE, SUITE 300

ST PETERSBURG, FL 33701

Total comp: $487K
Commissions: $447K
Fees: $41K
Filings: 15
Sponsors: 15

Carrier mix

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

UNITED OF OMAHA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$360K	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	$360K	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 STONER ORGANIZATION's plans by broker comp / premium ratio. Median 9.24% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
SAFEPOINT MGA, LLC SAFEPOINT MGA, LLC HEALTH & WELFARE BENEFIT PLAN	FL	$360K	$33K	UNITED OF OMAHA LIFE INSURANCE COMPANY