Welfare broker

BIS BENEFITS, INC.

Mailing address (most recent filing)

1230 UPPER HEMBREE ROAD

SUITE 200

ROSWELL, GA 30076

Total comp: $140K
Commissions: $138K
Fees: $2K
Filings: 5
Sponsors: 5

Carrier mix

Where BIS BENEFITS, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$860K	50.0%
AETNA LIFE INSURANCE COMPANY	1	$1.2M	50.0%

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
GA	2	$2.0M	0.0%	15.18x

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 BIS BENEFITS, INC.'s plans by broker comp / premium ratio. Median 3.21% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of BIS BENEFITS, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where BIS BENEFITS, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BASESIX SYSTEMS, LLC BASESIX SYSTEMS, LLC BENEFIT PLAN	GA	$860K	$37K	BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
BGI GROUP, INC BGI GROUP, INC. WELFARE BENEFITS PLAN	GA	$1.2M	$24K	AETNA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$860K

50.0%

AETNA LIFE INSURANCE COMPANY

$1.2M

50.0%

State

Plans

Premium

State share

Index

$2.0M

0.0%

15.18x

Sponsor

Loc

Premium

Comp

Carrier

BASESIX SYSTEMS, LLC

BASESIX SYSTEMS, LLC BENEFIT PLAN

$860K

$37K

BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.

BGI GROUP, INC

BGI GROUP, INC. WELFARE BENEFITS PLAN

$1.2M

$24K

AETNA LIFE INSURANCE COMPANY