Welfare broker

KIMBERLY ANN WIXSON

Mailing address (most recent filing)

3001 W BIG BEAVER RD STE 320

TROY, MI 48084

Total comp: $172K
Commissions: $172K
Fees: $600
Filings: 3
Sponsors: 3

Carrier mix

Where KIMBERLY ANN WIXSON 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	$8.3M	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	1	$8.3M	0.0%	41.16x

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 KIMBERLY ANN WIXSON's plans by broker comp / premium ratio. Median 2.08% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where KIMBERLY ANN WIXSON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND	MI	$8.3M	$173K	BLUE CROSS BLUE SHIELD OF MICHIGAN