Welfare broker

UCN INSURANCE SERVICES LLC

Mailing address (most recent filing)

PO BOX 3337

FRAMINGHAM, MA 01705

Total comp: $125K
Commissions: $125K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY66.7%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	2	$103K	66.7%
BLUE CROSS OF CALIFORNIA	1	$3.0M	33.3%

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
MA	3	$3.1M	0.1%	46.22x

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 UCN INSURANCE SERVICES LLC's plans by broker comp / premium ratio. Median 6.73% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where UCN INSURANCE SERVICES LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
EASTERN BEARINGS, INC. D/B/A EASTERN INDUSTRIAL AUTOMATION EASTERN BEARINGS, INC. PREMIUM CONVERSION PLAN	MA	$3.0M	$118K	BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
EASTERN BEARINGS, INC. D/B/A EASTERN INDUSTRIAL AUTOMATION EASTERN BEARINGS, INC. D/B/A EASTERN INDUSTRIAL AUTOMATION DISABILITY PLAN	MA	$70K	$5K	RELIANCE STANDARD LIFE INSURANCE COMPANY
EASTERN BEARINGS, INC. D/B/A EASTERN INDUSTRIAL AUTOMATION EASTERN BEARINGS, INC. LIFE INSURANCE PLAN	MA	$33K	$2K	RELIANCE STANDARD LIFE INSURANCE COMPANY

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$103K

66.7%

BLUE CROSS OF CALIFORNIA

$3.0M

33.3%

State

Plans

Premium

State share

Index

$3.1M

0.1%

46.22x

Sponsor

Loc

Premium

Comp

Carrier

EASTERN BEARINGS, INC. D/B/A EASTERN INDUSTRIAL AUTOMATION

EASTERN BEARINGS, INC. PREMIUM CONVERSION PLAN

$3.0M

$118K

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

EASTERN BEARINGS, INC. D/B/A EASTERN INDUSTRIAL AUTOMATION

EASTERN BEARINGS, INC. D/B/A EASTERN INDUSTRIAL AUTOMATION DISABILITY PLAN

$70K

$5K

RELIANCE STANDARD LIFE INSURANCE COMPANY

EASTERN BEARINGS, INC. D/B/A EASTERN INDUSTRIAL AUTOMATION

EASTERN BEARINGS, INC. LIFE INSURANCE PLAN

$33K

$2K

RELIANCE STANDARD LIFE INSURANCE COMPANY