Welfare broker

EQUITABLE LIFE INSURANCE COMPANY

Mailing address (most recent filing)

8501 IBM DRIVE

SUITE 150

CHARLOTTE, NC 28262

Total comp: $51K
Commissions: $51K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where EQUITABLE LIFE INSURANCE COMPANY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	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
NY	1	$1.7M	0.0%	19.82x

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 EQUITABLE LIFE INSURANCE COMPANY's plans by broker comp / premium ratio. Median 3.00% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of EQUITABLE LIFE INSURANCE COMPANY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where EQUITABLE LIFE INSURANCE COMPANY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MCKINSEY & COMPANY, INC. EQUITABLE LIFE INCENTIVE LIFE VARIABLE LIFE VARIABLE UNIVERSAL LIFE CONTRACT OF MCKINSEY & COMPANY INC.	NY	$1.7M	$51K	EQUITABLE LIFE INSURANCE COMPANY

Carrier

Plans

Premium

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$1.7M

100.0%

State

Plans

Premium

State share

Index

$1.7M

0.0%

19.82x

Sponsor

Loc

Premium

Comp

Carrier

MCKINSEY & COMPANY, INC.

EQUITABLE LIFE INCENTIVE LIFE VARIABLE LIFE VARIABLE UNIVERSAL LIFE CONTRACT OF MCKINSEY & COMPANY INC.

$1.7M

$51K

EQUITABLE LIFE INSURANCE COMPANY