Welfare broker

KATHERINE LEE

Mailing address (most recent filing)

5110 MARYLAND WAY

STE 250

NASHVILLE, TN 37027

Total comp: $93K
Commissions: $0
Fees: $93K
Filings: 1
Sponsors: 1

Carrier mix

Where KATHERINE LEE 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	$2.4M	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	$2.4M	0.1%	64.91x

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 KATHERINE LEE's plans by broker comp / premium ratio. Median 6.70% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where KATHERINE LEE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
IMAGINE PEDIATRICS PROVIDER HOLDINGS, PLLC IMAGINE PEDIATRICS PROVIDER HOLDINGS, PLLC HEALTH & WELFARE PLAN	TN	$2.4M	$160K	BLUECROSS BLUESHIELD OF TENNESSEE, INC