Welfare broker

WALLSTREET FINANCIAL GROUP INC

Mailing address (most recent filing)

1530 RAX CT

JEFFERSON CITY, MO 65109

Total comp: $119K
Commissions: $6K
Fees: $113K
Filings: 4
Sponsors: 4

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$1.2M	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	$1.2M	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 WALLSTREET FINANCIAL GROUP INC's plans by broker comp / premium ratio. Median 15.03% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where WALLSTREET FINANCIAL GROUP INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BEHAVIORAL HEALTH RESPONSE BENEFIT PLAN BEHAVIORAL HEALTH RESPONSE WELFARE BENEFIT PLAN	MO	$1.2M	$178K	SUN LIFE ASSURANCE CO CANADA