Welfare broker

JONATHAN W. COOPER

Mailing address (most recent filing)

12017 ROYAL LYTHAM COURT

CHARLOTTE, NC 28277

Total comp: $156K
Commissions: $156K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where JONATHAN W. COOPER 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	1	$4.8M	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	1	$4.8M	0.0%	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 JONATHAN W. COOPER's plans by broker comp / premium ratio. Median 2.57% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where JONATHAN W. COOPER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PERSONNEL OUTSOURCE SOLUTIONS PERSONNEL OUTSOURCE HEALTH AND WELFARE BENEFIT PLAN	NC	$4.8M	$125K	BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA