Welfare broker

JIM RULEY & CO INC

Mailing address (most recent filing)

5727 S LEWIS AVE SUITE 420

TULSA, OK 74105

Total comp: $240K
Commissions: $154K
Fees: $87K
Filings: 9
Sponsors: 9

Carrier mix

Where JIM RULEY & CO INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.3M	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
OK	1	$1.3M	0.1%	123.05x

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 JIM RULEY & CO INC's plans by broker comp / premium ratio. Median 2.93% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of JIM RULEY & CO INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where JIM RULEY & CO INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HUGHES-ANDERSON HEAT EXCHANGERS, INC. HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN	OK	$1.3M	$39K	UNITEDHEALTHCARE INSURANCE COMPANY