Welfare broker

FORREST T JONES AND COMPANY, INC

Mailing address (most recent filing)

3130 BROADWAY

KANSAS CITY, MO 64111

Total comp: $124K
Commissions: $25K
Fees: $99K
Filings: 6
Sponsors: 6

Carrier mix

Where FORREST T JONES AND COMPANY, INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

AMERICAN FIDELITY ASSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AMERICAN FIDELITY ASSURANCE COMPANY	1	$17.2M	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
CA	1	$17.2M	0.0%	12.75x

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 FORREST T JONES AND COMPANY, INC's plans by broker comp / premium ratio. Median 1.12% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of FORREST T JONES AND COMPANY, INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where FORREST T JONES AND COMPANY, INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION MEMBER WELFARE PLAN	CA	$17.2M	$192K	AMERICAN FIDELITY ASSURANCE COMPANY

Carrier

Plans

Premium

AMERICAN FIDELITY ASSURANCE COMPANY

$17.2M

100.0%

State

Plans

Premium

State share

Index

$17.2M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION MEMBER WELFARE PLAN

$17.2M

$192K

AMERICAN FIDELITY ASSURANCE COMPANY