Welfare broker

GRABE FINANCIAL SERVICES INC

Mailing address (most recent filing)

520 EAST FORT KING ST SUITE B-4

OCALA, FL 34471

Total comp: $111K
Commissions: $111K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where GRABE FINANCIAL SERVICES INC 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	$1.9M	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
FL	2	$1.9M	0.0%	25.39x

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 GRABE FINANCIAL SERVICES INC's plans by broker comp / premium ratio. Median 7.51% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of GRABE FINANCIAL SERVICES INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where GRABE FINANCIAL SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CAPRIS FURNITURE INDUSTRIES, INC CAPRIS FURNITURE INDUSTRIES, INC. 125 CAFETERIA PLAN	FL	$1.2M	$97K	BLUE CROSS BLUE SHIELD OF FLORIDA
RDS MANUFACTURING, INC. RDS MANUFACTURING, INC. BENEFITS PLAN	FL	$645K	$47K	BLUE CROSS BLUE SHIELD OF FLORIDA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$1.9M

100.0%

State

Plans

Premium

State share

Index

$1.9M

0.0%

25.39x

Sponsor

Loc

Premium

Comp

Carrier

CAPRIS FURNITURE INDUSTRIES, INC

CAPRIS FURNITURE INDUSTRIES, INC. 125 CAFETERIA PLAN

$1.2M

$97K

BLUE CROSS BLUE SHIELD OF FLORIDA

RDS MANUFACTURING, INC.

RDS MANUFACTURING, INC. BENEFITS PLAN

$645K

$47K

BLUE CROSS BLUE SHIELD OF FLORIDA