Welfare broker

JEFFERY W JAMES

Mailing address (most recent filing)

1917 NEWARK GRANVILLE RD

GRANVILLE, OH 43023

Total comp: $22K
Commissions: $18K
Fees: $4K
Filings: 5
Sponsors: 5

Carrier mix

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

DELTA DENTAL OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
DELTA DENTAL OF CALIFORNIA	1	$159K	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
OH	1	$159K	0.0%	7.72x

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 JEFFERY W JAMES's plans by broker comp / premium ratio. Median 6.98% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where JEFFERY W JAMES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MATESICH DISTRIBUTING COMPANY MATESICH DISTRIBUTING CO EMPLOYEE BENEFIT PLAN	OH	$159K	$11K	DELTA DENTAL OF OHIO