Welfare broker

WADLEY FINANCIAL GROUP, LLC

Mailing address (most recent filing)

415 HORIZON DRIVE

BUILDING 200, SUITE 200

SUWANEE, GA 30024

Total comp: $235K
Commissions: $235K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

HUMANA INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HUMANA INSURANCE COMPANY	1	$3.1M	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
GA	1	$3.1M	0.0%	15.18x

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 WADLEY FINANCIAL GROUP, LLC's plans by broker comp / premium ratio. Median 10.25% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
APMI, INC DBA HR STRATEGIES HR STRATEGIES GROUP HEALTH AND WELFARE PLAN	GA	$3.1M	$317K	HUMANA EMPLOYERS HEALTH PLAN OF GEORGIA, INC.