Welfare broker

ROBERT MCELVEEN II

Mailing address (most recent filing)

7515 NORTHSIDE DR

NORTH CHARLESTON, SC 29420

Total comp: $7K
Commissions: $7K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

MADISON NATIONAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
MADISON NATIONAL LIFE INSURANCE COMPANY	1	$136K	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
PA	1	$136K	0.0%	23.98x

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 MCELVEEN II's plans by broker comp / premium ratio. Median 18.23% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where ROBERT MCELVEEN II is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VALLEY FORGE FLAG COMPANY LLC VALLEY FORGE FLAG COMPANY, LLC GROUP INSURANCE PLAN	PA	$136K	$25K	MADISON NATIONAL LIFE INSURANCE COMPANY