Welfare broker

CAVALRY PARTNERS LLC

Mailing address (most recent filing)

16 MILLS AVE

SUITE 2

GREENVILLE, SC 29605

Total comp: $248K
Commissions: $248K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$2.1M	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
SC	1	$2.1M	0.1%	124.51x

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 CAVALRY PARTNERS LLC's plans by broker comp / premium ratio. Median 16.66% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where CAVALRY PARTNERS LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HMR VETERANS SERVICES, INC. HMR VETERANS SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN	SC	$2.1M	$348K	SUN LIFE ASSURANCE COMPANY OF CANADA