Welfare broker

ROBERT HOTALING

Mailing address (most recent filing)

8 FLETCHER PLACE

MELVILLE, NY 11747

Total comp: $234K
Commissions: $234K
Fees: $0
Filings: 8
Sponsors: 8

Carrier mix

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

UPMC HEALTH OPTIONS50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UPMC HEALTH OPTIONS	2	$280K	50.0%
BLUE CROSS OF CALIFORNIA	2	$4.5M	50.0%

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
FL	2	$280K	0.0%	12.70x
TX	1	$3.2M	0.0%	4.18x
CA	1	$1.4M	0.0%	3.19x

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 HOTALING's plans by broker comp / premium ratio. Median 6.21% vs welfare-wide median 6.29% (n=4).

Prospect-flag exposure · vs market baseline

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

1-4 of 4 sponsors where ROBERT HOTALING is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SUSSER BANK SUSSER BANK WELFARE BENEFITS PLAN	TX	$3.2M	$144K	BLUECROSS BLUESHIELD OF TEXAS
CRITERIA CORP CRITERIA CORPORATION HEALTH & WELFARE PLAN	CA	$1.4M	$72K	BLUE CROSS OF CALIFORNIA
SAFEGUARD AMERICA DBA AMERICAS TRANSPORTATION SAFEGUARD AMERICA INC WELFARE BENEFIT PLAN	FL	$173K	$19K	HEALTH OPTIONS, INC
EAGLE GLOBE PROTECTIVE SERVICES INC EAGLE GLOBE PROTECTIVE SERVICES INC BENEFIT PLAN	FL	$106K	$8K	HEALTH OPTIONS, INC

Carrier

Plans

Premium

UPMC HEALTH OPTIONS

$280K

50.0%

BLUE CROSS OF CALIFORNIA

$4.5M

50.0%

State

Plans

Premium

State share

Index

$280K

0.0%

12.70x

$3.2M

0.0%

4.18x

$1.4M

0.0%

3.19x

Sponsor

Loc

Premium

Comp

Carrier

SUSSER BANK

SUSSER BANK WELFARE BENEFITS PLAN

$3.2M

$144K

BLUECROSS BLUESHIELD OF TEXAS

CRITERIA CORP

CRITERIA CORPORATION HEALTH & WELFARE PLAN

$1.4M

$72K

BLUE CROSS OF CALIFORNIA

SAFEGUARD AMERICA DBA AMERICAS TRANSPORTATION

SAFEGUARD AMERICA INC WELFARE BENEFIT PLAN

$173K

$19K

HEALTH OPTIONS, INC

EAGLE GLOBE PROTECTIVE SERVICES INC

EAGLE GLOBE PROTECTIVE SERVICES INC BENEFIT PLAN

$106K

$8K

HEALTH OPTIONS, INC