Welfare broker

SHOLLEY AGENCY

Mailing address (most recent filing)

DBA SHOLLEY INSURANCE AGENCY

2409 OLD TURNPIKE RD

LEWISBURG, PA 178376523

Total comp: $38K
Commissions: $37K
Fees: $417
Filings: 6
Sponsors: 6

Carrier mix

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

HM LIFE INSURANCE COMPANY50.0%
FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HM LIFE INSURANCE COMPANY	1	$462K	50.0%
FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY	1	$47K	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
PA	2	$508K	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 SHOLLEY AGENCY's plans by broker comp / premium ratio. Median 3.92% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where SHOLLEY AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DAVE GUTELIUS EXCAVATING, INC. DAVE GUTELIUS EXCAVATING, INC. EMPLOYEE BENEFIT PLAN	PA	$462K	$8K	HM LIFE INSURANCE COMPANY
KEYSTONE SPORTING ARMS, LLC KEYSTONE SPORTING ARMS, LLC. EMPLOYEE BENEFIT PLAN	PA	$47K	$3K	FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Carrier

Plans

Premium

HM LIFE INSURANCE COMPANY

$462K

50.0%

FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

$47K

50.0%

State

Plans

Premium

State share

Index

$508K

0.0%

23.98x

Sponsor

Loc

Premium

Comp

Carrier

DAVE GUTELIUS EXCAVATING, INC.

DAVE GUTELIUS EXCAVATING, INC. EMPLOYEE BENEFIT PLAN

$462K

$8K

HM LIFE INSURANCE COMPANY

KEYSTONE SPORTING ARMS, LLC

KEYSTONE SPORTING ARMS, LLC. EMPLOYEE BENEFIT PLAN

$47K

$3K

FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY