Welfare broker

GEOFFREY RICKS

Mailing address (most recent filing)

18809 W CATAWBA AVE

STE 101

CORNELIUS, NC 28031

Total comp: $205K
Commissions: $205K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where GEOFFREY RICKS 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	$2.9M	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	$2.9M	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 GEOFFREY RICKS's plans by broker comp / premium ratio. Median 6.52% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
P&G SECURITY GUARD INC P&G SECURITY GUARD INC HEALTH & WELFARE PLAN	NC	$1.6M	$114K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
CAROLINA THERAPEUTIC SERVICES INC CAROLINA THERAPEUTIC SERVICES INC HEALTH & WELFARE PLAN	NC	$1.3M	$75K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA