Welfare broker

JULIE CAPE

Mailing address (most recent filing)

200 GALLERIA PARKWAY

SUITE 1950

ATLANTA, GA 30339

Total comp: $152K
Commissions: $152K
Fees: $0
Filings: 6
Sponsors: 6

Carrier mix

Where JULIE CAPE 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	2	$2.6M	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
TN	1	$381K	0.1%	32.46x
SC	1	$2.3M	0.1%	62.25x

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 JULIE CAPE's plans by broker comp / premium ratio. Median 6.68% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
OTTER LEARNING, LLC OTTER LEARNING HEALTH & WELFARE PLAN	SC	$2.3M	$144K	BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA
ARCHANGEL PROTECTIVE SERVICES ARCHANGEL PROTECTIVE SERVICES WELFARE BENEFITS PLAN	TN	$381K	$27K	BLUECROSS BLUESHIELD OF TENNESSEE, INC.