Welfare broker

AGENTS OF COLONIAL (SEE ATTACHED)

Mailing address (most recent filing)

PO BOX 1365

COLUMBIA, SC 29202

Total comp: $51K
Commissions: $48K
Fees: $2K
Filings: 2
Sponsors: 2

Carrier mix

Where AGENTS OF COLONIAL (SEE ATTACHED) places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$585K	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
TX	1	$585K	0.0%	16.72x

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 AGENTS OF COLONIAL (SEE ATTACHED)'s plans by broker comp / premium ratio. Median 13.76% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of AGENTS OF COLONIAL (SEE ATTACHED)'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where AGENTS OF COLONIAL (SEE ATTACHED) is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TRI-W GLOBAL, INC. TRI-W GLOBAL, INC. WRAP PLAN	TX	$585K	$80K	BLUE CROSS BLUE SHIELD OF TEXAS