Welfare broker

CASCADE EAST BENEFITS, INC.

Mailing address (most recent filing)

777 NW WALL STREET, SUITE 100

BEND, OR 97701

Total comp: $99K
Commissions: $96K
Fees: $3K
Filings: 15
Sponsors: 15

Carrier mix

Where CASCADE EAST BENEFITS, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$29K	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
OR	1	$29K	0.1%	104.57x

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 CASCADE EAST BENEFITS, INC.'s plans by broker comp / premium ratio. Median 15.00% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of CASCADE EAST BENEFITS, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where CASCADE EAST BENEFITS, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
A&M TRANSPORT A&M TRANSPORT INC. BASIC LIFE	OR	$29K	$4K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA