Welfare broker

WES BARTLETT

Mailing address (most recent filing)

PO BOX 9375

GREENSBORO, NC 27429

Total comp: $185K
Commissions: $185K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

Where WES BARTLETT 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	$2.6M	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	$2.6M	0.1%	47.31x

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 WES BARTLETT's plans by broker comp / premium ratio. Median 5.31% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
PRISM MEDICAL PRODUCTS PRISM MEDICAL PRODUCTS HEALTH AND WELFARE PLAN	NC	$1.7M	$72K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
ARUZA PEST CONTROL, INC. ARUZA PEST CONTROL, INC. WELFARE BENEFIT PLAN	NC	$872K	$56K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA