Welfare broker

PETER JONES

Mailing address (most recent filing)

1336 DENNINGS RD

NEW WINDSOR, MD 21776

Total comp: $52K
Commissions: $52K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$305K	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
VA	1	$305K	0.0%	46.03x

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 PETER JONES's plans by broker comp / premium ratio. Median 10.96% vs welfare-wide median 6.31% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where PETER JONES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
A G VAN METRE SERVICES, INC. VAN METRE COMPANIES HEALTH AND WELFARE PLAN	VA	$305K	$33K	RELIANCE STANDARD LIFE INSURANCE COMPANY