Welfare broker

JAMES H. VAN EPPS

Mailing address (most recent filing)

10930 CRABAPPLE ROAD, SUITE 206

ROSWELL, GA 30075

Total comp: $429K
Commissions: $387K
Fees: $43K
Filings: 39
Sponsors: 39

Carrier mix

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

AETNA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
AETNA LIFE INSURANCE COMPANY	1	$958K	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
PA	1	$958K	0.0%	23.98x

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 16.69% vs welfare-wide median 6.29% (n=1).

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.

1-1 of 1 sponsor 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