Welfare broker

DIANA LEWIS

Mailing address (most recent filing)

28059 US HWY 19 N, STE 201

CLEARWATER, FL 33761

Total comp: $85K
Commissions: $85K
Fees: $736
Filings: 5
Sponsors: 5

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$1.3M	50.0%
BLUE CROSS OF CALIFORNIA	1	$336K	50.0%

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
MS	1	$336K	0.2%	124.24x
CA	1	$1.3M	0.0%	6.38x

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 DIANA LEWIS's plans by broker comp / premium ratio. Median 5.38% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
S. C. ANDERSON, INC. S. C. ANDERSON, INC. WELFARE BENEFIT PLAN	CA	$1.3M	$70K	KAISER
SIPCAM AGRO SOLUTIONS LLC SIPCAM AGRO SOLUTIONS LLC WELFARE BENEFIT PLAN	MS	$336K	$18K	BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$1.3M

50.0%

BLUE CROSS OF CALIFORNIA

$336K

50.0%

State

Plans

Premium

State share

Index

$336K

0.2%

124.24x

$1.3M

0.0%

6.38x

Sponsor

Loc

Premium

Comp

Carrier

S. C. ANDERSON, INC.

S. C. ANDERSON, INC. WELFARE BENEFIT PLAN

$1.3M

$70K

KAISER

SIPCAM AGRO SOLUTIONS LLC

SIPCAM AGRO SOLUTIONS LLC WELFARE BENEFIT PLAN

$336K

$18K

BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY