PlanOptica

Broker Source

Mailing address (most recent filing)
4601 COLLEGE BOULEVARD, SUITE 210
LEAWOOD, KS 66211
Total comp
$100K
Commissions
$81K
Fees
$20K
Filings
9
Sponsors
9

Broker Source summary

Broker Source appears as a broker on 9 Form 5500 Schedule A filings for 9 employer sponsors. Insurers reported $100K in commissions and fees paid to Broker Source. Most client plans are sponsored in MO and AR. The most common carriers in the book are Vision Service Plan (VSP) and Usable Life. The largest clients include D&H Contracting, Inc. and Veterans of Foreign Wars of the United States.

Primary-broker plans
2
Covered premium
$4.6M
Market share
0.001%
Of all reported broker comp

Top 2 client plans by premium

Plans where Broker Source is the primary broker on the latest filing

SponsorStatePremiumCovered
D&H Contracting, Inc.AR$27K122
Veterans of Foreign Wars of the United StatesMO$23K152

Top client states

  • MO1 plan
  • AR1 plan

Frequently asked questions

Who uses Broker Source?
9 employer sponsors list Broker Source as a broker on Schedule A of Form 5500. The largest clients include D&H Contracting, Inc. and Veterans of Foreign Wars of the United States. Most client plans are sponsored in MO and AR.
How many employer plans does Broker Source serve?
Broker Source appears on 9 Schedule A filings for 9 employer health and benefits plan sponsors.
How much does Broker Source earn?
Insurers reported $100K in total compensation paid to Broker Source: $81K in commissions and $20K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Broker Source analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-2 of 2 sponsors where Broker Source is the primary broker (latest filing per plan).

See 2 client plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan