Welfare broker

GW MOUNTAIN CASTLE AGENCY INC.

Mailing address (most recent filing)

307 WEST CENTER STREET

LEXINGTON, NC 27292

Total comp: $12K
Commissions: $12K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where GW MOUNTAIN CASTLE AGENCY INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

NATIONWIDE LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
NATIONWIDE LIFE INSURANCE COMPANY	1	$394K	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	1	$394K	0.0%	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 GW MOUNTAIN CASTLE AGENCY INC.'s plans by broker comp / premium ratio. Median 5.95% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of GW MOUNTAIN CASTLE AGENCY INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where GW MOUNTAIN CASTLE AGENCY INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BARTIMAEUS BY DESIGN INC BARTIMAEUS BY DESIGN EMPLOYEE BENEFIT PLAN	NC	$394K	$23K	NATIONWIDE LIFE INSURANCE COMPANY