Welfare broker

HUMPHREY & PACE BENEFIT PLANNING

Mailing address (most recent filing)

700 E MAIN ST STE 107

MEDFORD, OR 97504

Total comp: $133K
Commissions: $131K
Fees: $2K
Filings: 4
Sponsors: 4

Carrier mix

Where HUMPHREY & PACE BENEFIT PLANNING places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PROVIDENCE HEALTH PLAN50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PROVIDENCE HEALTH PLAN	1	$1.4M	50.0%
BLUE CROSS OF CALIFORNIA	1	$1.4M	50.0%

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	2	$2.8M	0.2%	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 HUMPHREY & PACE BENEFIT PLANNING's plans by broker comp / premium ratio. Median 3.31% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of HUMPHREY & PACE BENEFIT PLANNING's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where HUMPHREY & PACE BENEFIT PLANNING is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TC CHEVROLET INC TC CHEVROLET INC	OR	$1.4M	$47K	PROVIDENCE HEALTH PLAN
MEDICAL EYE CENTER MEDICAL EYE CENTER GROUP HEALTH PLAN	OR	$1.4M	$46K	REGENCE BLUECROSS BLUESHIELD OF OREGON

Carrier

Plans

Premium

PROVIDENCE HEALTH PLAN

$1.4M

50.0%

BLUE CROSS OF CALIFORNIA

$1.4M

50.0%

State

Plans

Premium

State share

Index

$2.8M

0.2%

104.57x

Sponsor

Loc

Premium

Comp

Carrier

TC CHEVROLET INC

$1.4M

$47K

PROVIDENCE HEALTH PLAN

MEDICAL EYE CENTER

MEDICAL EYE CENTER GROUP HEALTH PLAN

$1.4M

$46K

REGENCE BLUECROSS BLUESHIELD OF OREGON