Welfare broker

CORPORATE BENEFIT ADVISORS

Mailing address (most recent filing)

PO BOX 11937

CHARLOTTE, NC 28220

Total comp: $272K
Commissions: $67K
Fees: $205K
Filings: 12
Sponsors: 12

Carrier mix

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

HCC LIFE INSURANCE COMPANY33.3%
PACE UNDERWRITERS33.3%
UNITED OF OMAHA LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HCC LIFE INSURANCE COMPANY	1	$516K	33.3%
PACE UNDERWRITERS	1	$824K	33.3%
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$67K	33.3%

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	$582K	0.1%	31.82x
TX	1	$824K	0.0%	5.57x

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 CORPORATE BENEFIT ADVISORS's plans by broker comp / premium ratio. Median 32.59% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where CORPORATE BENEFIT ADVISORS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BRUCE TERMINIX COMPANY BRUCE TERMINIX CO HEALTH & WELFARE PLAN	NC	$516K	$168K	EXCESS RE
ROVIN, INC. ROVIN, INC. EMPLOYEE BENEFIT PLAN	TX	$824K	$96K	PACE UNDERWRITERS
PEAK RESOURCES INC PEAK RESOURCES INC HEALTH AND WELFARE PLAN	NC	$67K	$69K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

HCC LIFE INSURANCE COMPANY

$516K

33.3%

PACE UNDERWRITERS

$824K

33.3%

UNITED OF OMAHA LIFE INSURANCE COMPANY

$67K

33.3%

State

Plans

Premium

State share

Index

$582K

0.1%

31.82x

$824K

0.0%

5.57x

Sponsor

Loc

Premium

Comp

Carrier

BRUCE TERMINIX COMPANY

BRUCE TERMINIX CO HEALTH & WELFARE PLAN

$516K

$168K

EXCESS RE

ROVIN, INC.

ROVIN, INC. EMPLOYEE BENEFIT PLAN

$824K

$96K

PACE UNDERWRITERS

PEAK RESOURCES INC

PEAK RESOURCES INC HEALTH AND WELFARE PLAN

$67K

$69K

UNITED OF OMAHA LIFE INSURANCE COMPANY