Welfare broker

JEFF MORRISON

Mailing address (most recent filing)

2703 BRUNSWICK COVE

TROPHY CLUB, TX 76262

Total comp: $18K
Commissions: $18K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

PAN-AMERICAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PAN-AMERICAN LIFE INSURANCE COMPANY	1	$190K	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
TX	1	$190K	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 JEFF MORRISON's plans by broker comp / premium ratio. Median 11.59% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where JEFF MORRISON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SUNRISE WOOD DESIGNS, LLC SUNRISE WOOD DESIGNS MEDICAL PLAN	TX	$190K	$22K	PAN-AMERICAN LIFE INSURANCE COMPANY