Welfare broker

WANDA BUSINESS SERVICES

Mailing address (most recent filing)

5301 WISCONSIN AVENUE NW

SUITE 210

WASHINGTON, DC 20015

Total comp: $341K
Commissions: $43K
Fees: $298K
Filings: 3
Sponsors: 3

Carrier mix

Where WANDA BUSINESS SERVICES places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA66.7%
KAISER FOUNDATION HEALTH PLAN INC33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$6.8M	66.7%
KAISER FOUNDATION HEALTH PLAN INC	1	$2.5M	33.3%

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
VA	2	$3.9M	0.1%	30.59x
MD	1	$5.4M	0.1%	23.97x

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 WANDA BUSINESS SERVICES's plans by broker comp / premium ratio. Median 7.27% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of WANDA BUSINESS SERVICES's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where WANDA BUSINESS SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE ROCKMONT MOTOR COMPANY RBOURISMAN HEALTH AND WELFARE BENEFITS PLAN	MD	$5.4M	$394K	CAREFIRST BLUECHOICE, INC
AMERICAN SERVICE CENTER ASSOCIATES, LLC AMERICAN SERVICE CENTER ASSOCIATES, LLP FLEXIBLE BENEFITS PLAN	VA	$1.4M	$124K	CAREFIRST BLUECHOICE INC
OURISMAN AUTOMOTIVE OF VIRGINIA OURISMAN DODGE, INC. FLEXIBLE BENEFIT PLAN	VA	$2.5M	$76K	KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$6.8M

66.7%

KAISER FOUNDATION HEALTH PLAN INC

$2.5M

33.3%

State

Plans

Premium

State share

Index

$3.9M

0.1%

30.59x

$5.4M

0.1%

23.97x

Sponsor

Loc

Premium

Comp

Carrier

THE ROCKMONT MOTOR COMPANY

RBOURISMAN HEALTH AND WELFARE BENEFITS PLAN

$5.4M

$394K

CAREFIRST BLUECHOICE, INC

AMERICAN SERVICE CENTER ASSOCIATES, LLC

AMERICAN SERVICE CENTER ASSOCIATES, LLP FLEXIBLE BENEFITS PLAN

$1.4M

$124K

CAREFIRST BLUECHOICE INC

OURISMAN AUTOMOTIVE OF VIRGINIA

OURISMAN DODGE, INC. FLEXIBLE BENEFIT PLAN

$2.5M

$76K

KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.