Welfare broker

WELLER INVESTMENTS INSURANCE

Mailing address (most recent filing)

2469 FORT UNION BLVD

SALT LAKE CITY, UT 84121

Total comp: $117K
Commissions: $117K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

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

GERBER LIFE INSURANCE COMPANY50.0%
COMMENCEMENT BAY RISK MANAGEMENT50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
GERBER LIFE INSURANCE COMPANY	1	$378K	50.0%
COMMENCEMENT BAY RISK MANAGEMENT	1	$448K	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	2	$826K	0.2%	131.45x

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 INVESTMENTS INSURANCE's plans by broker comp / premium ratio. Median 9.54% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
NATIONAL WOOD PRODUCTS, INC. GROUP BENEFITS	UT	$448K	$73K	COMMENCEMENT BAY RISK MANAGEMENT
MIDWEST FLOOR COVERINGS, INC MIDWEST FLOOR COVERINGS, INC.	UT	$378K	$11K	GERBER LIFE INSURANCE

Carrier

Plans

Premium

GERBER LIFE INSURANCE COMPANY

$378K

50.0%

COMMENCEMENT BAY RISK MANAGEMENT

$448K

50.0%

State

Plans

Premium

State share

Index

$826K

0.2%

131.45x

Sponsor

Loc

Premium

Comp

Carrier

NATIONAL WOOD PRODUCTS, INC.

GROUP BENEFITS

$448K

$73K

COMMENCEMENT BAY RISK MANAGEMENT

MIDWEST FLOOR COVERINGS, INC

MIDWEST FLOOR COVERINGS, INC.

$378K

$11K

GERBER LIFE INSURANCE