Welfare broker

CHARLES S JONES

Mailing address (most recent filing)

2301 SUGAR BUSH ROAD

STE 22

RALEIGH, NC 27612

Total comp: $87K
Commissions: $87K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where CHARLES S JONES 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
NC	1	$2.0M	0.0%	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 CHARLES S JONES's plans by broker comp / premium ratio. Median 5.85% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where CHARLES S JONES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. EMPLOYEE BENEFIT PLAN	NC	$2.0M	$117K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA