PlanOptica

Greg Yates

Mailing address (most recent filing)
3820 MANSELL RD STE 240
ALPHARETTA, GA 30022
Total comp
$118K
Commissions
$118K
Fees
$0
Filings
4
Sponsors
4

Greg Yates summary

Greg Yates appears as a broker on 4 Form 5500 Schedule A filings for 4 employer sponsors. Insurers reported $118K in commissions and fees paid to Greg Yates. Most client plans are sponsored in VA. The most common carriers in the book are Cigna Health and Life Insurance Company. The largest clients include Applied Intellect, LLC.

Primary-broker plans
1
Covered premium
$1.0M
Market share
0.001%
Of all reported broker comp

Top 1 client plans by premium

Plans where Greg Yates is the primary broker on the latest filing

SponsorStatePremiumCovered
Applied Intellect, LLCVA$691K284

Top client states

  • VA1 plan

Frequently asked questions

Who uses Greg Yates?
4 employer sponsors list Greg Yates as a broker on Schedule A of Form 5500. The largest clients include Applied Intellect, LLC. Most client plans are sponsored in VA.
How many employer plans does Greg Yates serve?
Greg Yates appears on 4 Schedule A filings for 4 employer health and benefits plan sponsors.
How much does Greg Yates earn?
Insurers reported $118K in total compensation paid to Greg Yates: $118K in commissions and $0 in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

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  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-1 of 1 sponsor where Greg Yates is the primary broker (latest filing per plan).

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  • Every client plan on this book
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