Welfare broker

ROBERT MUNDELL

Mailing address (most recent filing)

69 CLAY STREET

MORGANTOWN, WV 26501

Total comp: $67K
Commissions: $67K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where ROBERT MUNDELL 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	1	$2.5M	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
WV	1	$2.5M	0.2%	276.42x

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 MUNDELL's plans by broker comp / premium ratio. Median 2.95% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
CHILDREN'S HOME SOCIETY OF WEST VIRGINIA, INC. CHILDREN'S HOME SOCIETY OF WEST VIRGINIA CAFETERIA PLAN	WV	$2.5M	$73K	HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA