Welfare broker

JOHN GREENBAUM

Mailing address (most recent filing)

2 SPINGLER WAY

S. HAMILTON, MA 01982

Total comp: $230K
Commissions: $152K
Fees: $78K
Filings: 5
Sponsors: 5

Carrier mix

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

KAISER FOUNDATION HEALTH PLAN INC50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$5.5M	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
TN	1	$2.3M	0.1%	32.46x
NJ	1	$5.5M	0.0%	23.18x

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 JOHN GREENBAUM's plans by broker comp / premium ratio. Median 4.36% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where JOHN GREENBAUM is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
LEWIS THOMASON, P.C. LEWIS THOMASON, P.C. WELFARE BENEFIT PLAN	TN	$2.3M	$141K	BLUECROSS BLUESHIELD OF TENNESSEE, INC.
THE DYSON-KISSNER-MORAN CORPORATION THE DYSON-KISSNER-MORAN GROUP INSURANCE PLAN	NJ	$5.5M	$139K	KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.

Carrier

Plans

Premium

KAISER FOUNDATION HEALTH PLAN INC

$5.5M

50.0%

BLUE CROSS OF CALIFORNIA

$2.3M

50.0%

State

Plans

Premium

State share

Index

$2.3M

0.1%

32.46x

$5.5M

0.0%

23.18x

Sponsor

Loc

Premium

Comp

Carrier

LEWIS THOMASON, P.C.

LEWIS THOMASON, P.C. WELFARE BENEFIT PLAN

$2.3M

$141K

BLUECROSS BLUESHIELD OF TENNESSEE, INC.

THE DYSON-KISSNER-MORAN CORPORATION

THE DYSON-KISSNER-MORAN GROUP INSURANCE PLAN

$5.5M

$139K

KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.