Welfare broker

JAMES H. VAN EPPS

Mailing address (most recent filing)

10930 CRABAPPLE ROAD, SUITE 206

ROSWELL, GA 30075

Total comp: $545K
Commissions: $513K
Fees: $33K
Filings: 42
Sponsors: 42

Carrier mix

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

ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.	1	$3.8M	50.0%
AETNA LIFE INSURANCE COMPANY	1	$958K	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
PA	1	$958K	0.0%	12.08x
NV	1	$3.8M	0.2%	113.99x

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 H. VAN EPPS's plans by broker comp / premium ratio. Median 8.51% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where JAMES H. VAN EPPS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
KENCREST SERVICES KENCREST SERVICES HEALTH AND WELFARE BENEFIT PLAN	PA	$958K	$160K	AETNA LIFE INSURANCE COMPANY
LP INSURANCE SERVICES, LLC LP INSURANCE SERVICES, LLC HEALTH AND WELFARE PLAN	NV	$3.8M	$12K	ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.

Carrier

Plans

Premium

ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.

$3.8M

50.0%

AETNA LIFE INSURANCE COMPANY

$958K

50.0%

State

Plans

Premium

State share

Index

$958K

0.0%

12.08x

$3.8M

0.2%

113.99x

Sponsor

Loc

Premium

Comp

Carrier

KENCREST SERVICES

KENCREST SERVICES HEALTH AND WELFARE BENEFIT PLAN

$958K

$160K

AETNA LIFE INSURANCE COMPANY

LP INSURANCE SERVICES, LLC

LP INSURANCE SERVICES, LLC HEALTH AND WELFARE PLAN

$3.8M

$12K

ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC.