Welfare broker

WELLER INVESTMENT & INSURANCE

Mailing address (most recent filing)

PO BOX 71408

SALT LAKE CITY, UT 841710408

Total comp: $242K
Commissions: $211K
Fees: $31K
Filings: 4
Sponsors: 4

Carrier mix

Where WELLER INVESTMENT & INSURANCE places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED HEALTHCARE INSURANCE COMPANY50.0%
UNITED OF OMAHA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED HEALTHCARE INSURANCE COMPANY	1	$3.5M	50.0%
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$59K	50.0%

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
UT	1	$59K	0.1%	65.73x
CO	1	$3.5M	0.1%	40.63x

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 WELLER INVESTMENT & INSURANCE's plans by broker comp / premium ratio. Median 7.91% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of WELLER INVESTMENT & INSURANCE's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where WELLER INVESTMENT & INSURANCE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ENERGY FUELS RESOURCES USA INC ENERGY FUELS RESOURCES EMPLOYEE BENEFIT	CO	$3.5M	$226K	UNITED HEALTHCARE INSURANCE COMPANY
UTAH MEDICAL PRODUCTS, INC. UTAH MEDICAL PRODUCTS, INC. FLEXIBLE BENEFIT PLAN	UT	$59K	$6K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED HEALTHCARE INSURANCE COMPANY

$3.5M

50.0%

UNITED OF OMAHA LIFE INSURANCE COMPANY

$59K

50.0%

State

Plans

Premium

State share

Index

$59K

0.1%

65.73x

$3.5M

0.1%

40.63x

Sponsor

Loc

Premium

Comp

Carrier

ENERGY FUELS RESOURCES USA INC

ENERGY FUELS RESOURCES EMPLOYEE BENEFIT

$3.5M

$226K

UNITED HEALTHCARE INSURANCE COMPANY

UTAH MEDICAL PRODUCTS, INC.

UTAH MEDICAL PRODUCTS, INC. FLEXIBLE BENEFIT PLAN

$59K

$6K

UNITED OF OMAHA LIFE INSURANCE COMPANY