Welfare broker

ROBERT L. KENNEDY

Mailing address (most recent filing)

6100 FAIRVIEW ROAD 14TH FLOOR

CHARLOTTE, NC 28208

Total comp: $92K
Commissions: $73K
Fees: $19K
Filings: 2
Sponsors: 2

Carrier mix

Where ROBERT L. KENNEDY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED OF OMAHA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$72K	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	$72K	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 ROBERT L. KENNEDY's plans by broker comp / premium ratio. Median 53.24% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where ROBERT L. KENNEDY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CAROLINA GLOVE GROUP INSURANCE PLAN CAROLINA GLOVE GROUP INSURANCE PLAN	NC	$72K	$38K	UNITED OF OMAHA LIFE INSURANCE COMPANY