Welfare broker

JEFFREY HALE

Mailing address (most recent filing)

HALE VENTURES INC.

PO BOX 635

CHRISTMAS VALLEY, OR 97641

Total comp: $11K
Commissions: $6K
Fees: $5K
Filings: 1
Sponsors: 1

Carrier mix

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

STANDARD INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
STANDARD INSURANCE COMPANY	1	$138K	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
OR	1	$138K	0.1%	104.57x

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 JEFFREY HALE's plans by broker comp / premium ratio. Median 7.97% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where JEFFREY HALE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OREGON SUPPORTED LIVING PROGRAM OREGON SUPPORTED LIVING PROGRAM HEALTH BENEFITS PLAN	OR	$138K	$11K	STANDARD INSURANCE COMPANY