Welfare broker

HUMPHREY & PACE BENEFIT PLANNING

Mailing address (most recent filing)

700 E MAIN ST STE 107

MEDFORD, OR 97504

Total comp: $131K
Commissions: $131K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

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

PROVIDENCE HEALTH PLAN33.3%
DELTA DENTAL OF CALIFORNIA33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PROVIDENCE HEALTH PLAN	1	$1.4M	33.3%
DELTA DENTAL OF CALIFORNIA	1	$93K	33.3%
BLUE CROSS OF CALIFORNIA	1	$1.4M	33.3%

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	3	$2.9M	0.3%	104.50x

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 3.00% vs welfare-wide median 6.40% (n=3).

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.

1-3 of 3 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	$41K	REGENCE BLUECROSS BLUESHIELD OF OREGON
MEDICAL EYE CENTER MEDICAL EYE CENTER GROUP DENTAL PLAN	OR	$93K	$3K	OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON

Carrier

Plans

Premium

PROVIDENCE HEALTH PLAN

$1.4M

33.3%

DELTA DENTAL OF CALIFORNIA

$93K

33.3%

BLUE CROSS OF CALIFORNIA

$1.4M

33.3%

State

Plans

Premium

State share

Index

$2.9M

0.3%

104.50x

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

$41K

REGENCE BLUECROSS BLUESHIELD OF OREGON

MEDICAL EYE CENTER

MEDICAL EYE CENTER GROUP DENTAL PLAN

$93K

$3K

OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON