Welfare broker

BRIAN BURCHFIELD

Mailing address (most recent filing)

60 UNION STREET SOUTH

CONCORD, NC 28025

Total comp: $130K
Commissions: $130K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$2.9M	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
NC	2	$2.9M	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 BRIAN BURCHFIELD's plans by broker comp / premium ratio. Median 5.56% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where BRIAN BURCHFIELD is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
UWHARRIE CAPITAL CORP UWHARRIE CAPITAL CORP HEALTH PLAN	NC	$1.6M	$80K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
CABARRUS ROWAN COMMUNITY HEALTH CENTERS, INC. CABARRUS ROWAN COMMUNITY HEALTH CENTERS, INC. HEALTH & WELFARE BENEFITS PLAN	NC	$1.3M	$80K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$2.9M

100.0%

State

Plans

Premium

State share

Index

$2.9M

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

UWHARRIE CAPITAL CORP

UWHARRIE CAPITAL CORP HEALTH PLAN

$1.6M

$80K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

CABARRUS ROWAN COMMUNITY HEALTH CENTERS, INC.

CABARRUS ROWAN COMMUNITY HEALTH CENTERS, INC. HEALTH & WELFARE BENEFITS PLAN

$1.3M

$80K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA