Welfare broker

WILLIAM PEARSON

Mailing address (most recent filing)

16306 WAKELEY CIRCLE,

OMAHA, NE 68118

Total comp: $36K
Commissions: $17K
Fees: $20K
Filings: 4
Sponsors: 4

Carrier mix

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

KANSAS CITY LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KANSAS CITY LIFE INSURANCE COMPANY	1	$24K	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
NE	1	$24K	0.1%	162.00x

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 WILLIAM PEARSON's plans by broker comp / premium ratio. Median 14.44% vs welfare-wide median 6.40% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where WILLIAM PEARSON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FAMILY FIRST MANAGEMENT INC. FAMILY FIRST GROUP LIFE PLAN	NE	$24K	$3K	KANSAS CITY LIFE INSURANCE COMPANY