Welfare broker

VANGUARD BENEFITS GROUP, LLC

Mailing address (most recent filing)

3325 FRENCH PARK DRIVE SUITE 1

EDMOND, OK 73034

Total comp: $68K
Commissions: $27K
Fees: $41K
Filings: 7
Sponsors: 7

Carrier mix

Where VANGUARD BENEFITS GROUP, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PAN-AMERICAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PAN-AMERICAN LIFE INSURANCE COMPANY	1	$318K	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
OK	1	$318K	0.1%	123.05x

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 VANGUARD BENEFITS GROUP, LLC's plans by broker comp / premium ratio. Median 1.90% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of VANGUARD BENEFITS GROUP, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where VANGUARD BENEFITS GROUP, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PEOPLE INC. PEOPLE INC. OF SEQUOYAH COUNTY MEC PLAN	OK	$318K	$6K	PAN AMERICAN LIFE INSURANCE COMPANY