Welfare broker

BOLD LION BROKERAGE LLC

Mailing address (most recent filing)

416 BARBADIAN WAY

MT. PLEASANT, SC 29464

Total comp: $276K
Commissions: $53K
Fees: $223K
Filings: 3
Sponsors: 3

Carrier mix

Where BOLD LION BROKERAGE LLC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	2	$3.9M	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	2	$3.9M	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 BOLD LION BROKERAGE LLC's plans by broker comp / premium ratio. Median 7.81% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of BOLD LION BROKERAGE LLC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where BOLD LION BROKERAGE LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MCTR MCTR MEDICAL, DENTAL AND VISION PLAN	TX	$3.8M	$269K	UNITEDHEALTHCARE INSURANCE COMPANY
MCTR MCTR LIFE AND DISABILITY PLAN	TX	$68K	$6K	UNITEDHEALTHCARE INSURANCE COMPANY