Welfare broker

JOSEPH H HERRLE & ASSOC INC

Mailing address (most recent filing)

PO BOX 1509

PORTLAND, OR 92707

Total comp: $4K
Commissions: $4K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where JOSEPH H HERRLE & ASSOC INC 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	$56K	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	$56K	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 JOSEPH H HERRLE & ASSOC INC's plans by broker comp / premium ratio. Median 4.50% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of JOSEPH H HERRLE & ASSOC INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where JOSEPH H HERRLE & ASSOC INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BOT, ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND ALL ALASKA LONGSHORE HEALTH AND WELFARE TRUST FUND	OR	$56K	$3K	STANDARD INSURANCE COMPANY