Welfare broker

DREW M. LAMB

Mailing address (most recent filing)

5925 CARNEGIE BLVD

STE 400

CHARLOTTE, NC 28209

Total comp: $176K
Commissions: $126K
Fees: $50K
Filings: 4
Sponsors: 4

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$1.8M	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
NC	2	$1.8M	0.1%	47.73x

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 DREW M. LAMB's plans by broker comp / premium ratio. Median 10.83% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where DREW M. LAMB is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DISTRIBUTION TECHNOLOGY, INC. DISTRIBUTION TECHNOLOGY, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN	NC	$513K	$85K	BLUE CROSS BLUE SHIELD OF NORTH CAROLINA
INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC HEALTH & WELFARE PLAN	NC	$1.3M	$68K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$1.8M

100.0%

State

Plans

Premium

State share

Index

$1.8M

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

DISTRIBUTION TECHNOLOGY, INC.

DISTRIBUTION TECHNOLOGY, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

$513K

$85K

BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC

INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC HEALTH & WELFARE PLAN

$1.3M

$68K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA