Welfare broker

KERRY JORDAN

Mailing address (most recent filing)

313 OFFICE SQUARE LANE

SUITE 200

VIRGINIA BEACH, VA 23462

Total comp: $3K
Commissions: $3K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

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

DELTA DENTAL OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
DELTA DENTAL OF CALIFORNIA	1	$141K	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
DC	1	$141K	0.2%	176.94x

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 KERRY JORDAN's plans by broker comp / premium ratio. Median 2.26% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where KERRY JORDAN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
UNITED MINE WORKERS OF AMERICA 1974 PENSION TRUST UMWA 1974 PENSION TRUST EMPLOYEES' VISION AND DENTAL BENEFITS PLAN	DC	$141K	$3K	DELTA DENTAL OF DISTRICT OF COLUMBIA