Welfare broker

ALLEN TATE INSURANCE SERVICES, LLC

Mailing address (most recent filing)

6207 PARK SOUTH DRIVE

SUITE 201

CHARLOTTE, NC 28210

Total comp: $166K
Commissions: $50K
Fees: $117K
Filings: 2
Sponsors: 2

Carrier mix

Where ALLEN TATE INSURANCE SERVICES, LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

CIGNA HEALTH AND LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$2.7M	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	$2.7M	0.0%	47.73x

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 ALLEN TATE INSURANCE SERVICES, LLC's plans by broker comp / premium ratio. Median 5.26% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of ALLEN TATE INSURANCE SERVICES, LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where ALLEN TATE INSURANCE SERVICES, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ALLEN TATE REAL ESTATE, LLC ALLEN TATE COMPANY CAFETERIA PLAN	NC	$2.7M	$140K	CIGNA HEALTH AND LIFE INSURANCE COMPANY

Carrier

Plans

Premium

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$2.7M

100.0%

State

Plans

Premium

State share

Index

$2.7M

0.0%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

ALLEN TATE REAL ESTATE, LLC

ALLEN TATE COMPANY CAFETERIA PLAN

$2.7M

$140K

CIGNA HEALTH AND LIFE INSURANCE COMPANY