Welfare broker

ULLICO INVESTMENT COMPANY, LLC

Mailing address (most recent filing)

8403 COLESVILLE ROAD

13TH FLOOR

SILVER SPRING, MD 20910

Total comp: $121K
Commissions: $71K
Fees: $50K
Filings: 4
Sponsors: 4

Carrier mix

Where ULLICO INVESTMENT COMPANY, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

VISION SERVICE PLAN100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
VISION SERVICE PLAN	1	$147K	100.0%

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
MO	1	$147K	0.0%	17.86x

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 ULLICO INVESTMENT COMPANY, LLC's plans by broker comp / premium ratio. Median 19.46% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of ULLICO INVESTMENT COMPANY, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where ULLICO INVESTMENT COMPANY, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CEMENT MASONS LOCAL 518 HEALTH CARE FUND CEMENT MASONS & PLASTERERS LOCAL 518 HEALTH CARE FUND	MO	$147K	$29K	VISION SERVICE PLAN