Welfare broker

EVAN COLE

Mailing address (most recent filing)

ALLIANT INSURANCE SERVICES INC

680 HAWTHORNE AVE SE STE 140

SALEM, OR 97301

Total comp: $32K
Commissions: $30K
Fees: $2K
Filings: 1
Sponsors: 1

Carrier mix

Where EVAN COLE places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PACIFICSOURCE HEALTH PLANS100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PACIFICSOURCE HEALTH PLANS	1	$1.9M	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	$1.9M	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 EVAN COLE's plans by broker comp / premium ratio. Median 2.95% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where EVAN COLE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OPTIONS COUNSELING SERVICES OF OREGON, INC. OPTIONS COUNSELING SERVICES OF OREGON, INC.	OR	$1.9M	$56K	PACIFIC SOURCE HEALTH PLANS