Welfare broker

CHARLES LEE ARLEDGE

Mailing address (most recent filing)

100 SUMMIT LAKE DRIVE

VALHALLA, NY 10595

Total comp: $65K
Commissions: $65K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

CAPITAL ADVANTAGE ASSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CAPITAL ADVANTAGE ASSURANCE COMPANY	1	$1.7M	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
FL	1	$1.7M	0.0%	25.39x

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 LEE ARLEDGE's plans by broker comp / premium ratio. Median 4.73% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where CHARLES LEE ARLEDGE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ALFRED B. MACLAY, JR. DAY SCHOOL MACLAY SCHOOL HEALTH AND WELFARE PLAN	FL	$1.7M	$80K	CAPITAL HEALTH PLAN