Welfare broker

WENDY B PACE

Mailing address (most recent filing)

PO BOX 33789

CHARLOTTE, NC 28233

Total comp: $257K
Commissions: $257K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where WENDY B PACE 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	3	$7.8M	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	3	$7.8M	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 WENDY B PACE's plans by broker comp / premium ratio. Median 5.95% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where WENDY B PACE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HAWTHORNE RESIDENTIAL PARTNERS, LLC HAWTHORNE RESIDENTIAL PARTNERS, LLC HEALTH & WELFARE BENEFITS PLAN	NC	$4.3M	$260K	BLUE CROSS BLUE SHIELD OF NORTH CAROLINA
GUARANTEED SUPPLY COMPANY, INC. GUARANTEED SUPPLY COMPANY, INC. FLEXIBLE BENEFITS PLAN	NC	$2.6M	$152K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
NORTH STATE DENTAL PARTNERS, INC. THE NORTH STATE DENTAL PARTNERS HEALTH & WELFARE P	NC	$922K	$45K	BLUECROSS BLUESHIELD OF NORTH CAROLINA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$7.8M

100.0%

State

Plans

Premium

State share

Index

$7.8M

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

HAWTHORNE RESIDENTIAL PARTNERS, LLC

HAWTHORNE RESIDENTIAL PARTNERS, LLC HEALTH & WELFARE BENEFITS PLAN

$4.3M

$260K

BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

GUARANTEED SUPPLY COMPANY, INC.

GUARANTEED SUPPLY COMPANY, INC. FLEXIBLE BENEFITS PLAN

$2.6M

$152K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

NORTH STATE DENTAL PARTNERS, INC.

THE NORTH STATE DENTAL PARTNERS HEALTH & WELFARE P

$922K

$45K

BLUECROSS BLUESHIELD OF NORTH CAROLINA