Welfare broker

JAMES ARTHUR VOLLMER

Mailing address (most recent filing)

401 NORTH CARROLL

STE 207

SOUTHLAKE, TX 76092

Total comp: $104K
Commissions: $63K
Fees: $41K
Filings: 5
Sponsors: 5

Carrier mix

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

UNITED HEALTHCARE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED HEALTHCARE INSURANCE COMPANY	1	$804K	50.0%
BLUE CROSS OF CALIFORNIA	1	$692K	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
TX	2	$1.5M	0.0%	16.72x

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 JAMES ARTHUR VOLLMER's plans by broker comp / premium ratio. Median 6.25% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where JAMES ARTHUR VOLLMER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CLASSIC CRANE & TRANSPORT LP CLASSIC CRANE & TRANSPORT LP	TX	$804K	$54K	UNITED HEALTHCARE INSURANCE COMPANY
B-P SUPPLY, INC. B-P SUPPLY, INC. EMPLOYEE BENEFITS PLAN	TX	$692K	$40K	BLUECROSS BLUESHIELD OF TEXAS

Carrier

Plans

Premium

UNITED HEALTHCARE INSURANCE COMPANY

$804K

50.0%

BLUE CROSS OF CALIFORNIA

$692K

50.0%

State

Plans

Premium

State share

Index

$1.5M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

CLASSIC CRANE & TRANSPORT LP

$804K

$54K

UNITED HEALTHCARE INSURANCE COMPANY

B-P SUPPLY, INC.

B-P SUPPLY, INC. EMPLOYEE BENEFITS PLAN

$692K

$40K

BLUECROSS BLUESHIELD OF TEXAS