Welfare broker

GASTON H GAGE JR

Mailing address (most recent filing)

124 N MCDOWELL STREET

CHARLOTTE, NC 28204

Total comp: $233K
Commissions: $233K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where GASTON H GAGE JR 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	$4.4M	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	$4.4M	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 GASTON H GAGE JR's plans by broker comp / premium ratio. Median 5.26% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of GASTON H GAGE JR's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where GASTON H GAGE JR is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ROBERT E MASON AND ASSOCIATES, INC. ROBERT E MASON AND ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLAN	NC	$4.3M	$255K	BLUE CROSS BLUE SHIELD OF NORTH CAROLINA
MONROE HARDWARE COMPANY MONROE HARDWARE CO. SELF-INSURED ADM. BY CIGNA HEALTHCARE	NC	$119K	$5K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$4.4M

100.0%

State

Plans

Premium

State share

Index

$4.4M

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

ROBERT E MASON AND ASSOCIATES, INC.

ROBERT E MASON AND ASSOCIATES, INC. HEALTH & WELFARE BENEFIT PLAN

$4.3M

$255K

BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

MONROE HARDWARE COMPANY

MONROE HARDWARE CO. SELF-INSURED ADM. BY CIGNA HEALTHCARE

$119K

$5K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA