Welfare broker

KELLEY BENEFITS GROUP, INC.

Mailing address (most recent filing)

13230 BALLANTYNE CORPORATE PLACE

#519

CHARLOTTE, NC 28277

Total comp: $129K
Commissions: $94K
Fees: $34K
Filings: 1
Sponsors: 1

Carrier mix

Where KELLEY BENEFITS GROUP, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

MVP HEALTH CARE100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
MVP HEALTH CARE	1	$7.9M	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
NC	1	$7.9M	0.0%	47.73x

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 KELLEY BENEFITS GROUP, INC.'s plans by broker comp / premium ratio. Median 4.43% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where KELLEY BENEFITS GROUP, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ENPRO INDUSTRIES, INC. THE ENPRO MEDICAL PLAN	NC	$7.9M	$349K	MVP HEALTH CARE