Welfare broker

TRIANGLE INSURANCE & ASSOCIATES LLC

Mailing address (most recent filing)

4909 UNICORN DR STE 200

WAKE FOREST, NC 27587

Total comp: $92K
Commissions: $82K
Fees: $9K
Filings: 6
Sponsors: 6

Carrier mix

Where TRIANGLE INSURANCE & ASSOCIATES LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED OF OMAHA LIFE INSURANCE COMPANY50.0%
COMMUNITY EYE CARE50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$62K	50.0%
COMMUNITY EYE CARE	1	$15K	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
NC	2	$77K	0.1%	47.73x

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 TRIANGLE INSURANCE & ASSOCIATES LLC's plans by broker comp / premium ratio. Median 110.31% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of TRIANGLE INSURANCE & ASSOCIATES LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where TRIANGLE INSURANCE & ASSOCIATES LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
LUMBEE RIVER ELECTRIC MEMBERSHIP CORPORATION LUMBEE RIVER EMC EMPLOYEE BENEFIT PLAN	NC	$15K	$31K	COMMUNITY EYE CARE
HEATON CONSTRUCTION, INC.. HEATON CONSTRUCTION EMPLOYEE BENEFIT PLAN	NC	$62K	$11K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$62K

50.0%

COMMUNITY EYE CARE

$15K

50.0%

State

Plans

Premium

State share

Index

$77K

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

LUMBEE RIVER ELECTRIC MEMBERSHIP CORPORATION

LUMBEE RIVER EMC EMPLOYEE BENEFIT PLAN

$15K

$31K

COMMUNITY EYE CARE

HEATON CONSTRUCTION, INC..

HEATON CONSTRUCTION EMPLOYEE BENEFIT PLAN

$62K

$11K

UNITED OF OMAHA LIFE INSURANCE COMPANY