Welfare broker

GREYSTONE BENEFITS INC.

Mailing address (most recent filing)

5 STATION AVE., SUITE 100

BERWYN, PA 193121385

Total comp: $2.0M
Commissions: $1.9M
Fees: $54K
Filings: 3
Sponsors: 3

Carrier mix

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

EMI HEALTH50.0%
CIGNA HEALTH AND LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EMI HEALTH	1	$7.6M	50.0%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$1.6M	50.0%

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
UT	1	$7.6M	0.1%	65.73x
PA	1	$1.6M	0.0%	11.99x

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 GREYSTONE BENEFITS INC.'s plans by broker comp / premium ratio. Median 19.66% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where GREYSTONE BENEFITS INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HELPSIDE INC HELPSIDE INC. CAFETERIA PLAN	UT	$7.6M	$2.5M	EMI HEALTH
BECKET & LEE BECKET & LEE, LLP FLEXIBLE BENEFITS PLAN	PA	$1.6M	$93K	CIGNA HEALTH AND LIFE INSURANCE COMPANY

Carrier

Plans

Premium

EMI HEALTH

$7.6M

50.0%

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$1.6M

50.0%

State

Plans

Premium

State share

Index

$7.6M

0.1%

65.73x

$1.6M

0.0%

11.99x

Sponsor

Loc

Premium

Comp

Carrier

HELPSIDE INC

HELPSIDE INC. CAFETERIA PLAN

$7.6M

$2.5M

EMI HEALTH

BECKET & LEE

BECKET & LEE, LLP FLEXIBLE BENEFITS PLAN

$1.6M

$93K

CIGNA HEALTH AND LIFE INSURANCE COMPANY