Welfare broker

ROBERT A LEVY

Mailing address (most recent filing)

200 GALLERIA PARKWAY

SUITE 1950

ATLANTA, GA 30339

Total comp: $755K
Commissions: $755K
Fees: $0
Filings: 20
Sponsors: 20

Carrier mix

Where ROBERT A LEVY 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	3	$3.9M	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
TN	2	$2.2M	0.1%	43.28x
NC	1	$1.7M	0.0%	15.91x

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 ROBERT A LEVY's plans by broker comp / premium ratio. Median 6.19% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of ROBERT A LEVY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where ROBERT A LEVY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CUMBERLAND TRUST AND INVESTMENT COMPANY CUMBERLAND TRUST AND INVESTMENT COMPANY WELFARE BENEFITS PLAN	TN	$1.5M	$120K	BLUECROSS BLUESHIELD OF TENNESSEE, INC.
MASONRY REINFORCING CORP OF AMERICA MASONRY REINFORCING CORPORATION OF AMERICA GROUP HEALTH INSURANCE PLAN	NC	$1.7M	$70K	BLUE CROSS BLUE SHIELD
UNITED RECORD PRESSING UNITED RECORD PRESSING EMPLOYEE BENEFITS PLAN	TN	$748K	$46K	BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$3.9M

100.0%

State

Plans

Premium

State share

Index

$2.2M

0.1%

43.28x

$1.7M

0.0%

15.91x

Sponsor

Loc

Premium

Comp

Carrier

CUMBERLAND TRUST AND INVESTMENT COMPANY

CUMBERLAND TRUST AND INVESTMENT COMPANY WELFARE BENEFITS PLAN

$1.5M

$120K

BLUECROSS BLUESHIELD OF TENNESSEE, INC.

MASONRY REINFORCING CORP OF AMERICA

MASONRY REINFORCING CORPORATION OF AMERICA GROUP HEALTH INSURANCE PLAN

$1.7M

$70K

BLUE CROSS BLUE SHIELD

UNITED RECORD PRESSING

UNITED RECORD PRESSING EMPLOYEE BENEFITS PLAN

$748K

$46K

BLUECROSS BLUESHIELD OF TENNESSEE, INC.