Welfare broker

KATHERINE HENRY

Mailing address (most recent filing)

340 MADISON AVE

21ST FLOOR

NEW YORK, NY 10173

Total comp: $99K
Commissions: $99K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where KATHERINE HENRY 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	$3.6M	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
MI	2	$3.6M	0.1%	41.19x

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 HENRY's plans by broker comp / premium ratio. Median 3.85% vs welfare-wide median 6.35% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
OPTIMIZERX CORPORATION OPTIMIZERX CORPORATION	MI	$1.8M	$75K	BLUE CROSS BLUE SHIELD OF MICHIGAN
THE FORBES COMPANY, LLC THE FORBES COMPANY EMPLOYEE BENEFIT PLAN	MI	$1.8M	$66K	BLUE CROSS BLUE SHIELD OF MICHIGAN