Welfare broker

LINDSAY V NORVELL

Mailing address (most recent filing)

5925 CARNEGIE BLVD

SUITE 400

CHARLOTTE, NC 28209

Total comp: $102K
Commissions: $102K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where LINDSAY V NORVELL 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	$656K	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	$656K	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 LINDSAY V NORVELL's plans by broker comp / premium ratio. Median 4.01% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where LINDSAY V NORVELL is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JDRJ, INC (FKA) RENTAL UNIFORM SERVICE OF STATESVILLE JDRJ, INC (FKA) RENTAL UNIFORM SERVICE OF STATESVILLE INC HEALTH AND WELFARE PLAN	NC	$656K	$26K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA