Welfare broker

TIM LEAKE

Mailing address (most recent filing)

3033 NW 63RD ST SUITE 208 EAST

OKLAHOMA CITY, OK 73116

Carrier mix

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$15K	25.0%
UNITED STATES FIRE INSURANCE COMPANY	1	$385K	25.0%
COMPANION LIFE INSURANCE COMPANY	1	$493K	25.0%
AETNA LIFE INSURANCE COMPANY	1	$603K	25.0%

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
OK	3	$893K	0.3%	93.14x
TX	1	$603K	0.0%	4.16x

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 TIM LEAKE's plans by broker comp / premium ratio. Median 17.53% vs welfare-wide median 6.35% (n=3).

Prospect-flag exposure · vs market baseline

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

1-4 of 4 sponsors where TIM LEAKE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FERGUSON MANAGEMENT GROUP, LLC FERGUSON MANAGEMENT HEALTH PLAN	OK	$493K	$86K	PACE UNDERWRITERS / COMPANION LIFE INSURANCE
ESKRIDGE AUTO GROUP, LLC ESKRIDGE AUTO GROUP HEALTH PLAN	OK	$385K	$58K	CRUM & FORSTER
ESKRIDGE AUTO GROUP, LLC ESKRIDGE AUTO GROUP LIFE PLAN	OK	$15K	$3K	LINCOLN NATIONAL LIFE INSURANCE
INTERNATIONAL BANCSHARES CORPORATE IBC WELFARE BENEFITS PLAN	TX	$603K	$0	AETNA LIFE INSURANCE COMPANY