Welfare broker

KERR-CRUICKSHANK, INC.

Mailing address (most recent filing)

11850 SW 67TH AVE SUITE 100

PORTLAND, OR 97223

Total comp: $24K
Commissions: $24K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where KERR-CRUICKSHANK, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$271K	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	$271K	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 KERR-CRUICKSHANK, INC.'s plans by broker comp / premium ratio. Median 14.03% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where KERR-CRUICKSHANK, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE ORTHOPEDIC AND NEUROSURGICAL CENTER OF THE CASCADES THE CENTER - ORTHOPEDIC AND NEUROSURGICAL EMPLOYEE BENEFITS WELFARE PLAN	OR	$271K	$38K	SUN LIFE ASSURANCE COMPANY OF CANADA