Welfare broker

BRANDON J MOOREFIELD

Mailing address (most recent filing)

2301 SUGAR BUSH ROAD

SUITE 600

RALEIGH, NC 27612

Total comp: $190K
Commissions: $190K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

Where BRANDON J MOOREFIELD places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED OF OMAHA LIFE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$440K	50.0%
BLUE CROSS OF CALIFORNIA	1	$597K	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
NC	2	$1.0M	0.1%	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 BRANDON J MOOREFIELD's plans by broker comp / premium ratio. Median 17.85% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of BRANDON J MOOREFIELD's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where BRANDON J MOOREFIELD is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JAMES M. PLEASANTS COMPANY, INC. JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE BENEFITS PLAN	NC	$440K	$117K	UNITED OF OMAHA LIFE INSURANCE COMPANY
DAVID ALLEN COMPANY, INC. DAVID ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLAN	NC	$597K	$54K	BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$440K

50.0%

BLUE CROSS OF CALIFORNIA

$597K

50.0%

State

Plans

Premium

State share

Index

$1.0M

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

JAMES M. PLEASANTS COMPANY, INC.

JAMES M. PLEASANTS COMPANY, INC. EMPLOYEE BENEFITS PLAN

$440K

$117K

UNITED OF OMAHA LIFE INSURANCE COMPANY

DAVID ALLEN COMPANY, INC.

DAVID ALLEN COMPANY, INC. EMPLOYEE BENEFIT PLAN

$597K

$54K

BLUE CROSS BLUE SHIELD OF NORTH CAROLINA