Welfare broker

WORKSITE WHEELHOUSE

Mailing address (most recent filing)

103-107 CHURCH STREET, APARTMENT 3

PHILADELPHIA, PA 19106

Total comp: $480K
Commissions: $342K
Fees: $138K
Filings: 24
Sponsors: 24

Carrier mix

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

CIGNA HEALTH AND LIFE INSURANCE COMPANY50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$7.0M	50.0%
AETNA LIFE INSURANCE COMPANY	1	$4.4M	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
PA	1	$7.0M	0.0%	11.99x
FL	1	$4.4M	0.0%	12.70x

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 WORKSITE WHEELHOUSE's plans by broker comp / premium ratio. Median 10.84% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where WORKSITE WHEELHOUSE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DEPLOYED SERVICES, LLC DEPLOYED SERVICES, LLC WELFARE BENEFIT PLAN	FL	$4.4M	$669K	AETNA LIFE INSURANCE COMPANY
SYSTEM ONE HOLDINGS, LLC SYSTEM ONE HOLDINGS WELFARE BENEFIT PLAN	PA	$7.0M	$462K	CIGNA HEALTH AND LIFE INSURANCE COMPANY

Carrier

Plans

Premium

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$7.0M

50.0%

AETNA LIFE INSURANCE COMPANY

$4.4M

50.0%

State

Plans

Premium

State share

Index

$7.0M

0.0%

11.99x

$4.4M

0.0%

12.70x

Sponsor

Loc

Premium

Comp

Carrier

DEPLOYED SERVICES, LLC

DEPLOYED SERVICES, LLC WELFARE BENEFIT PLAN

$4.4M

$669K

AETNA LIFE INSURANCE COMPANY

SYSTEM ONE HOLDINGS, LLC

SYSTEM ONE HOLDINGS WELFARE BENEFIT PLAN

$7.0M

$462K

CIGNA HEALTH AND LIFE INSURANCE COMPANY