Welfare broker

DIANE D. WHEELOCK

Mailing address (most recent filing)

120 W SAGINAW ST

EAST LANSING, MI 48854

Total comp: $79K
Commissions: $79K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

BLUE CARE NETWORK OF MICHIGAN50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CARE NETWORK OF MICHIGAN	1	$882K	50.0%
BLUE CROSS OF CALIFORNIA	1	$2.1M	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
MI	2	$2.9M	0.1%	41.19x

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 DIANE D. WHEELOCK's plans by broker comp / premium ratio. Median 3.62% vs welfare-wide median 6.35% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where DIANE D. WHEELOCK is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE HURLEY CLINICS THE HURLEY CLINICS FLEXIBLE BENEFITS PLAN	MI	$2.1M	$69K	BLUE CROSS BLUE SHIELD OF MICHIGAN
H CORPORATION OF MID-MICHIGAN HURLEY FLEXIBLE BENEFITS PLAN	MI	$882K	$34K	BLUE CARE NETWORK OF MICHIGAN

Carrier

Plans

Premium

BLUE CARE NETWORK OF MICHIGAN

$882K

50.0%

BLUE CROSS OF CALIFORNIA

$2.1M

50.0%

State

Plans

Premium

State share

Index

$2.9M

0.1%

41.19x

Sponsor

Loc

Premium

Comp

Carrier

THE HURLEY CLINICS

THE HURLEY CLINICS FLEXIBLE BENEFITS PLAN

$2.1M

$69K

BLUE CROSS BLUE SHIELD OF MICHIGAN

H CORPORATION OF MID-MICHIGAN

HURLEY FLEXIBLE BENEFITS PLAN

$882K

$34K

BLUE CARE NETWORK OF MICHIGAN