Welfare broker

LISA S LEE

Mailing address (most recent filing)

5794 SCR 131

MORTON, MS 39117

Total comp: $1.4M
Commissions: $1.3M
Fees: $83K
Filings: 14
Sponsors: 14

Carrier mix

Where LISA S LEE places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$0	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
MS	1	$0	0.2%	248.48x

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 LISA S LEE's plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
SOUTHERN PINE ELECTRIC SOUTHERN PINE ELECTRIC COOPERATIVE	MS	$0	$3.7M	COLONIAL LIFE & ACCIDENT INSURANCE COMPANY