Welfare broker

OVERBEY, ALAN B

Mailing address (most recent filing)

LAUREN GEROMETTA

751 CORPORATE CENTER SUITE 120

RALEIGH, NC 27607

Total comp: $11K
Commissions: $11K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where OVERBEY, ALAN B places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

KANSAS CITY LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KANSAS CITY LIFE INSURANCE COMPANY	1	$199K	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	$199K	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 OVERBEY, ALAN B's plans by broker comp / premium ratio. Median 10.21% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of OVERBEY, ALAN B's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where OVERBEY, ALAN B is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
M. G. NEWELL CORPORATION M.G. NEWELL EMPLOYEE BENEFIT PLAN	NC	$199K	$20K	KANSAS CITY LIFE INSURANCE COMPANY