Welfare broker

UNIFIED LEGACY ADVISORS LLC

Mailing address (most recent filing)

9240 ANDERMATT DR STE 2

LINCOLN, NE 685269766

Total comp: $14K
Commissions: $14K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where UNIFIED LEGACY ADVISORS LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

AMERITAS LIFE INSURANCE CORP.100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AMERITAS LIFE INSURANCE CORP.	1	$84K	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
NE	1	$84K	0.1%	160.93x

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 UNIFIED LEGACY ADVISORS LLC's plans by broker comp / premium ratio. Median 10.00% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of UNIFIED LEGACY ADVISORS LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where UNIFIED LEGACY ADVISORS LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SIDNEY REGIONAL MEDICAL CENTER SIDNEY REGIONAL MEDICAL CENTER DENTAL AND VISION PLAN	NE	$84K	$8K	AMERITAS LIFE INSURANCE CORP.