Welfare broker

CHARLES E. GENOIS

Mailing address (most recent filing)

110 VETERANS MEMORIAL BOULEVARD

SUITE 400

METAIRIE, LA 70005

Total comp: $100K
Commissions: $100K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$834K	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
LA	1	$834K	0.1%	127.11x

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 CHARLES E. GENOIS's plans by broker comp / premium ratio. Median 11.07% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where CHARLES E. GENOIS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
KEYSTONE ENGINEERING INC. KEYSTONE ENGINEERING INC. WELFARE BENEFIT PLAN	LA	$834K	$92K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY