Welfare broker

WILSON PARTNERS II, LLC

Mailing address (most recent filing)

2250 BUTTERFIELD DRIVE

SUITE 210

TROY, MI 48084

Total comp: $67K
Commissions: $67K
Fees: $21
Filings: 4
Sponsors: 4

Carrier mix

Where WILSON PARTNERS II, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

HARTFORD LIFE AND ACCIDENT33.3%
DELTA DENTAL OF CALIFORNIA33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HARTFORD LIFE AND ACCIDENT	1	$67K	33.3%
DELTA DENTAL OF CALIFORNIA	1	$143K	33.3%
BLUE CROSS OF CALIFORNIA	1	$1.2M	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
MI	2	$1.3M	0.1%	27.42x
OR	1	$143K	0.1%	34.83x

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 WILSON PARTNERS II, LLC's plans by broker comp / premium ratio. Median 3.97% vs welfare-wide median 6.40% (n=3).

Prospect-flag exposure · vs market baseline

Share of WILSON PARTNERS II, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where WILSON PARTNERS II, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MID STATES BOLT & SCREW CO, INC. MID STATES BOLT & SCREW HEALTH AND WELFARE BENEFIT PLANS	MI	$1.2M	$43K	BLUE CROSS BLUE SHIELD OF MICHIGAN
THE ROMAN CATHOLIC BISHOP OF THE DIOCESE OF BAKER INC. THE ROMAN CATHOLIC BISHOP OF THE DIOCESE OF BAKER INC. EMPLOYEE BENEFIT PLAN	OR	$143K	$15K	DELTA DENTAL OF OREGON AND ALASKA
ASSET HEALTH, INC. ASSET HEALTH, INC. HEALTH AND WELFARE BENEFITY PLAN	MI	$67K	$3K	THE HARTFORD

Carrier

Plans

Premium

HARTFORD LIFE AND ACCIDENT

$67K

33.3%

DELTA DENTAL OF CALIFORNIA

$143K

33.3%

BLUE CROSS OF CALIFORNIA

$1.2M

33.3%

State

Plans

Premium

State share

Index

$1.3M

0.1%

27.42x

$143K

0.1%

34.83x

Sponsor

Loc

Premium

Comp

Carrier

MID STATES BOLT & SCREW CO, INC.

MID STATES BOLT & SCREW HEALTH AND WELFARE BENEFIT PLANS

$1.2M

$43K

BLUE CROSS BLUE SHIELD OF MICHIGAN

THE ROMAN CATHOLIC BISHOP OF THE DIOCESE OF BAKER INC.

THE ROMAN CATHOLIC BISHOP OF THE DIOCESE OF BAKER INC. EMPLOYEE BENEFIT PLAN

$143K

$15K

DELTA DENTAL OF OREGON AND ALASKA

ASSET HEALTH, INC.

ASSET HEALTH, INC. HEALTH AND WELFARE BENEFITY PLAN

$67K

$3K

THE HARTFORD