Welfare broker

RYAN A. WALLACE

Mailing address (most recent filing)

4064 COLONY ROAD, SUITE 450

CHARLOTTE, NC 28211

Total comp: $165K
Commissions: $165K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where RYAN A. WALLACE 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	2	$3.6M	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	2	$3.6M	0.1%	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 RYAN A. WALLACE's plans by broker comp / premium ratio. Median 6.99% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where RYAN A. WALLACE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SOUTH ATLANTIC SERVICES, INC. SOUTH ATLANTIC SERVICES, INC. HEALTH AND WELFARE EMPLOYEE BENEFIT PLAN	NC	$1.9M	$128K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
VELOCITOR SOLUTIONS, LLC VELOCITOR SOLUTIONS LLC HEALTH & WELFARE PLAN	NC	$1.7M	$120K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$3.6M

100.0%

State

Plans

Premium

State share

Index

$3.6M

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

SOUTH ATLANTIC SERVICES, INC.

SOUTH ATLANTIC SERVICES, INC. HEALTH AND WELFARE EMPLOYEE BENEFIT PLAN

$1.9M

$128K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

VELOCITOR SOLUTIONS, LLC

VELOCITOR SOLUTIONS LLC HEALTH & WELFARE PLAN

$1.7M

$120K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA