Welfare broker

JEFFREY PATTEN

Mailing address (most recent filing)

3318 W FRIENDLY AVE

STE 400

GREENSBORO, NC 27410

Total comp: $24K
Commissions: $24K
Fees: $177
Filings: 3
Sponsors: 3

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$1.9M	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
NC	2	$1.9M	0.1%	47.73x

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 PATTEN's plans by broker comp / premium ratio. Median 2.00% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where JEFFREY PATTEN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MARGATE HEALTH & REHAB CENTER, LLC & AFFILIATES MARGATE HEALTH & REHAB CENTER WELFARE BENEFITS PLAN	NC	$924K	$26K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
CNCC OPERATIONS, LLC DBA BRAXTON CULLER BRAXTON CULLER, INC. WELFARE BENEFITS PLAN	NC	$988K	$11K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$1.9M

100.0%

State

Plans

Premium

State share

Index

$1.9M

0.1%

47.73x

Sponsor

Loc

Premium

Comp

Carrier

MARGATE HEALTH & REHAB CENTER, LLC & AFFILIATES

MARGATE HEALTH & REHAB CENTER WELFARE BENEFITS PLAN

$924K

$26K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

CNCC OPERATIONS, LLC DBA BRAXTON CULLER

BRAXTON CULLER, INC. WELFARE BENEFITS PLAN

$988K

$11K

BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA