Welfare broker

HARVEY L LEE

Mailing address (most recent filing)

5151 GATEWAY CENTRE S200

FLINT, MI 485078507

Total comp: $84K
Commissions: $84K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where HARVEY L LEE places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CARE NETWORK OF MICHIGAN50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CARE NETWORK OF MICHIGAN	1	$556K	50.0%
BLUE CROSS OF CALIFORNIA	1	$2.3M	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
MI	2	$2.8M	0.1%	41.16x

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 HARVEY L LEE's plans by broker comp / premium ratio. Median 4.70% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where HARVEY L LEE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MILLER INDUSTRIES HOLDINGS, LLC MILLER INDUSTRIES HOLDINGS, LLC EMPLOYEE WELFARE BENEFIT PLAN	MI	$2.3M	$88K	BLUE CROSS BLUE SHIELD OF MICHIGAN
LASCO FORD, INC. LASCO FORD MERCURY EMPLOYEE BENEFITS PLAN	MI	$556K	$31K	BLUE CARE NETWORK OF MICHIGAN

Carrier

Plans

Premium

BLUE CARE NETWORK OF MICHIGAN

$556K

50.0%

BLUE CROSS OF CALIFORNIA

$2.3M

50.0%

State

Plans

Premium

State share

Index

$2.8M

0.1%

41.16x

Sponsor

Loc

Premium

Comp

Carrier

MILLER INDUSTRIES HOLDINGS, LLC

MILLER INDUSTRIES HOLDINGS, LLC EMPLOYEE WELFARE BENEFIT PLAN

$2.3M

$88K

BLUE CROSS BLUE SHIELD OF MICHIGAN

LASCO FORD, INC.

LASCO FORD MERCURY EMPLOYEE BENEFITS PLAN

$556K

$31K

BLUE CARE NETWORK OF MICHIGAN