Welfare broker

ZURICH AGENCY SERVICES

Mailing address (most recent filing)

7045 COLLEGE BLVD

OVERLAND PARK, KS 662111523

Total comp: $64K
Commissions: $50K
Fees: $15K
Filings: 11
Sponsors: 11

Carrier mix

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

ZURICH AMERICAN INSURANCE COMPANY33.3%
AMERICAN UNITED LIFE INSURANCE COMPANY33.3%
KAISER FOUNDATION HEALTH PLAN INC33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
ZURICH AMERICAN INSURANCE COMPANY	1	$101K	33.3%
AMERICAN UNITED LIFE INSURANCE COMPANY	1	$262K	33.3%
KAISER FOUNDATION HEALTH PLAN INC	1	$18.8M	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
TN	1	$262K	0.1%	21.64x
IL	1	$18.8M	0.0%	9.49x
FL	1	$101K	0.0%	8.46x

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 ZURICH AGENCY SERVICES's plans by broker comp / premium ratio. Median 0.21% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where ZURICH AGENCY SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PWC US GROUP LLP PWC BUSINESS TRAVEL & ACCIDENT INSURANCE PLAN	FL	$101K	$3K	ZURICH AMERICAN INSURANCE COMPANY
ABBVIE INC. ABBVIE WELFARE BENEFITS PROGRAM	IL	$18.8M	$935	KAISER FOUNDATION HEALTH PLAN, INC.
POWER & TELEPHONE SUPPLY COMPANY POWER & TELEPHONE SUPPLY COMPANY COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN	TN	$262K	$543	AMERICAN UNITED LIFE INSURANCE COMPANY

Carrier

Plans

Premium

ZURICH AMERICAN INSURANCE COMPANY

$101K

33.3%

AMERICAN UNITED LIFE INSURANCE COMPANY

$262K

33.3%

KAISER FOUNDATION HEALTH PLAN INC

$18.8M

33.3%

State

Plans

Premium

State share

Index

$262K

0.1%

21.64x

$18.8M

0.0%

9.49x

$101K

0.0%

8.46x

Sponsor

Loc

Premium

Comp

Carrier

PWC US GROUP LLP

PWC BUSINESS TRAVEL & ACCIDENT INSURANCE PLAN

$101K

$3K

ZURICH AMERICAN INSURANCE COMPANY

ABBVIE INC.

ABBVIE WELFARE BENEFITS PROGRAM

$18.8M

$935

KAISER FOUNDATION HEALTH PLAN, INC.

POWER & TELEPHONE SUPPLY COMPANY

POWER & TELEPHONE SUPPLY COMPANY COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

$262K

$543

AMERICAN UNITED LIFE INSURANCE COMPANY