Welfare broker

LONGLEAF ADVISORS, INC.

Mailing address (most recent filing)

P.O. BOX 88

LEXINGTON, SC 29071

Total comp: $455K
Commissions: $450K
Fees: $4K
Filings: 3
Sponsors: 3

Carrier mix

Where LONGLEAF ADVISORS, INC. 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	$7.1M	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
SC	2	$7.1M	0.2%	123.43x

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 LONGLEAF ADVISORS, INC.'s plans by broker comp / premium ratio. Median 5.42% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where LONGLEAF ADVISORS, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BERKELEY ELECTRIC COOPERATIVE, INC. BERKELEY ELECTRIC COOPERATIVE, INC. WELFARE BENEFITS PLAN	SC	$6.1M	$259K	BLUE CHOICE HEALTH PLAN OF SOUTH CAROLINA
PIEDMONT COMMUNITY ACTIONS, INC. PIEDMONT COMMUNITY ACTION, INC. EMPLOYEE WELFARE PLAN	SC	$1.0M	$67K	BLUE CHOICE HEALTH PLAN OF SOUTH CAROLINA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$7.1M

100.0%

State

Plans

Premium

State share

Index

$7.1M

0.2%

123.43x

Sponsor

Loc

Premium

Comp

Carrier

BERKELEY ELECTRIC COOPERATIVE, INC.

BERKELEY ELECTRIC COOPERATIVE, INC. WELFARE BENEFITS PLAN

$6.1M

$259K

BLUE CHOICE HEALTH PLAN OF SOUTH CAROLINA

PIEDMONT COMMUNITY ACTIONS, INC.

PIEDMONT COMMUNITY ACTION, INC. EMPLOYEE WELFARE PLAN

$1.0M

$67K

BLUE CHOICE HEALTH PLAN OF SOUTH CAROLINA