Welfare broker

HOLMES SHAW INC

Mailing address (most recent filing)

PO BOX 724728

ATLANTA, GA 31139

Total comp: $308K
Commissions: $307K
Fees: $1K
Filings: 10
Sponsors: 10

Carrier mix

Where HOLMES SHAW 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	1	$6.9M	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
GA	1	$6.9M	0.0%	15.18x

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 HOLMES SHAW INC's plans by broker comp / premium ratio. Median 2.20% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where HOLMES SHAW INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GEORGIA BANKERS ASSOCIATION GEORGIA BANKERS ASSOCIATION INSURANCE TRUST	GA	$6.9M	$152K	BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.