Welfare broker

CORESOURCE, INC.

Mailing address (most recent filing)

62707 COLLECTION CENTER DR

CHICAGO, IL 60693

Total comp: $232K
Commissions: $80K
Fees: $153K
Filings: 9
Sponsors: 9

Carrier mix

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

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$8.5M	50.0%
AETNA LIFE INSURANCE COMPANY	1	$6.1M	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	1	$8.5M	0.0%	23.86x
AR	1	$6.1M	0.2%	110.46x

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 CORESOURCE, INC.'s plans by broker comp / premium ratio. Median 1.34% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where CORESOURCE, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HENDRICK AUTOMOTIVE GROUP, LLC HENDRICK AUTOMOTIVE GROUP MEDICAL & PRESCRIPTION D	NC	$8.5M	$113K	KAISER FOUNDATION HEALTH PLAN, INC
MOUNTAIRE CORP & SUBSIDIARIES MOUNTAIRE EMPLOYEES MEDICAL BENEFIT TRUST	AR	$6.1M	$-6K	AETNA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$8.5M

50.0%

AETNA LIFE INSURANCE COMPANY

$6.1M

50.0%

State

Plans

Premium

State share

Index

$8.5M

0.0%

23.86x

$6.1M

0.2%

110.46x

Sponsor

Loc

Premium

Comp

Carrier

HENDRICK AUTOMOTIVE GROUP, LLC

HENDRICK AUTOMOTIVE GROUP MEDICAL & PRESCRIPTION D

$8.5M

$113K

KAISER FOUNDATION HEALTH PLAN, INC

MOUNTAIRE CORP & SUBSIDIARIES

MOUNTAIRE EMPLOYEES MEDICAL BENEFIT TRUST

$6.1M

$-6K

AETNA LIFE INSURANCE COMPANY