Welfare broker

TONY REA

Mailing address (most recent filing)

2 CENTER POINTE DR SUITE 515

LAKE OSWEGO, OR 97035

Total comp: $100K
Commissions: $97K
Fees: $3K
Filings: 2
Sponsors: 2

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY50.0%
KAISER FOUNDATION HEALTH PLAN INC50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$42K	50.0%
KAISER FOUNDATION HEALTH PLAN INC	1	$1.8M	50.0%

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
WA	1	$1.8M	0.1%	30.86x
OR	1	$42K	0.1%	52.28x

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 TONY REA's plans by broker comp / premium ratio. Median 62.60% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where TONY REA is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HI-SCHOOL PHARMACY INC HI-SCHOOL PHARMACY INC	WA	$1.8M	$78K	KAISER FOUNDATION HEALTH PLAN REGION NW
RIGHTLINE EQUIPMENT INC RIGHTLINE EQUIPMENT INC	OR	$42K	$51K	METROPOLITAN LIFE INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$42K

50.0%

KAISER FOUNDATION HEALTH PLAN INC

$1.8M

50.0%

State

Plans

Premium

State share

Index

$1.8M

0.1%

30.86x

$42K

0.1%

52.28x

Sponsor

Loc

Premium

Comp

Carrier

HI-SCHOOL PHARMACY INC

$1.8M

$78K

KAISER FOUNDATION HEALTH PLAN REGION NW

RIGHTLINE EQUIPMENT INC

$42K

$51K

METROPOLITAN LIFE INSURANCE COMPANY