Welfare broker

PLANSOURCE BENEFIT ADMINISTRATION

Mailing address (most recent filing)

PO BOX 1313

ORLANDO, FL 32802

Total comp: $661K
Commissions: $544K
Fees: $116K
Filings: 124
Sponsors: 124

Carrier mix

Where PLANSOURCE BENEFIT ADMINISTRATION places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

LIFE INSURANCE COMPANY OF NORTH AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$234K	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
PA	1	$234K	0.0%	23.98x

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 PLANSOURCE BENEFIT ADMINISTRATION's plans by broker comp / premium ratio. Median 1.77% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where PLANSOURCE BENEFIT ADMINISTRATION is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ANDERSON EQUIPMENT COMPANY ANDERSON EQUIPMENT COMPANY HEALTH PLAN	PA	$234K	$4K	LIFE INSURANCE COMPANY OF NORTH AMERICA