Welfare broker

WILLIAM STEWART

Mailing address (most recent filing)

POST OFFICE BOX 27149

GREENVILLE, SC 29616

Total comp: $85K
Commissions: $85K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where WILLIAM STEWART 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	$2.0M	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
SC	1	$2.0M	0.1%	124.51x

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 WILLIAM STEWART's plans by broker comp / premium ratio. Median 5.99% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where WILLIAM STEWART is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DORITY & MANNING, P.A. DORITY & MANNING HEALTH AND WELFARE PLAN	SC	$2.0M	$121K	BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINA