Welfare broker

MONTGOMERY & GRAHAM INC

Mailing address (most recent filing)

7150 SW HAMPTON ST, SUITE 140

PORTLAND, OR 97223

Total comp: $189K
Commissions: $170K
Fees: $19K
Filings: 19
Sponsors: 19

Carrier mix

Where MONTGOMERY & GRAHAM 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	$417K	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	$417K	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 MONTGOMERY & GRAHAM INC's plans by broker comp / premium ratio. Median 3.86% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where MONTGOMERY & GRAHAM INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VISITING MEDIA VISITING MEDIA WELFARE BENEFIT PLAN	OR	$417K	$16K	UNITEDHEALTHCARE INSURANCE COMPANY