Welfare broker

ALAN B OVERBEY

Mailing address (most recent filing)

751 CORPORATE CENTER

STE 120

RALEIGH, NC 27607

Total comp: $198K
Commissions: $196K
Fees: $2K
Filings: 8
Sponsors: 8

Carrier mix

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

LIFE INSURANCE COMPANY OF NORTH AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$210K	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
NC	1	$210K	0.0%	47.31x

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 ALAN B OVERBEY's plans by broker comp / premium ratio. Median 12.74% vs welfare-wide median 6.40% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where ALAN B OVERBEY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CARLTON GROUP, INC. CARLTON GROUP, INC. DBA CARLTON SCALE BENEFITS PLAN	NC	$210K	$27K	KC LIFE