Welfare broker

GREEN & HALLIBURTON INC

Mailing address (most recent filing)

521 BARRET AVENUE

LOUISVILLE, KY 40204

Total comp: $130K
Commissions: $129K
Fees: $750
Filings: 7
Sponsors: 7

Carrier mix

Where GREEN & HALLIBURTON INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED HEALTHCARE STOP LOSS-UNITED HEALTH33.3%
LIFE INSURANCE COMPANY OF NORTH AMERICA33.3%
ANTHEM LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED HEALTHCARE STOP LOSS-UNITED HEALTH	1	$855K	33.3%
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$675K	33.3%
ANTHEM LIFE INSURANCE COMPANY	1	$534K	33.3%

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
KY	3	$2.1M	0.1%	19.70x

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 GREEN & HALLIBURTON INC's plans by broker comp / premium ratio. Median 6.03% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of GREEN & HALLIBURTON INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where GREEN & HALLIBURTON INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ABOUND FEDERAL CREDIT UNION ABOUND FEDERAL CREDIT UNION	KY	$855K	$52K	UNITED HEALTHCARE STOP LOSS - UNITED HEALTH
MAGNOLIA BANK, INCORPORATED MAGNOLIA BANK, INCORPORATED EMPLOYEE BENEFITS PLAN	KY	$534K	$42K	ANTHEM HEALTH PLANS OF KY, INC.
HOSPICE OF THE BLUEGRASS HOSPICE OF THE BLUEGRASS HEALTH & WELFARE BENEFIT PLAN	KY	$675K	$26K	LIFE INSURANCE COMPANY OF NORTH AMERICA

Carrier

Plans

Premium

UNITED HEALTHCARE STOP LOSS-UNITED HEALTH

$855K

33.3%

LIFE INSURANCE COMPANY OF NORTH AMERICA

$675K

33.3%

ANTHEM LIFE INSURANCE COMPANY

$534K

33.3%

State

Plans

Premium

State share

Index

$2.1M

0.1%

19.70x

Sponsor

Loc

Premium

Comp

Carrier

ABOUND FEDERAL CREDIT UNION

$855K

$52K

UNITED HEALTHCARE STOP LOSS - UNITED HEALTH

MAGNOLIA BANK, INCORPORATED

MAGNOLIA BANK, INCORPORATED EMPLOYEE BENEFITS PLAN

$534K

$42K

ANTHEM HEALTH PLANS OF KY, INC.

HOSPICE OF THE BLUEGRASS

HOSPICE OF THE BLUEGRASS HEALTH & WELFARE BENEFIT PLAN

$675K

$26K

LIFE INSURANCE COMPANY OF NORTH AMERICA