Welfare broker

SCOTT JONES

Mailing address (most recent filing)

205 MEMORY LANE

SANTA ANA, CA 927056005

Total comp: $449K
Commissions: $441K
Fees: $8K
Filings: 2
Sponsors: 2

Carrier mix

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

STANDARD INSURANCE COMPANY50.0%
KAISER FOUNDATION HEALTH PLAN INC50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
STANDARD INSURANCE COMPANY	1	$905K	50.0%
KAISER FOUNDATION HEALTH PLAN INC	1	$5.2M	50.0%

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
GA	1	$905K	0.0%	7.59x
CA	1	$5.2M	0.0%	6.38x

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 SCOTT JONES's plans by broker comp / premium ratio. Median 9.94% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where SCOTT JONES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
RUSNAK AUTOMOTIVE GROUP RUSNAK AUTOMOTIVE GROUP HEALTH CARE PLAN	CA	$5.2M	$328K	KAISER FOUNDATION HEALTH PLAN INC.
UNIVERSAL ALLOY CORPORATION UNIVERSAL ALLOY CORP FLEXIBLE BENEFITS HEALTH, LIFE, TEMP DISABILITY UNFUNDED PLAN	GA	$905K	$123K	STANDARD INSURANCE COMPANY

Carrier

Plans

Premium

STANDARD INSURANCE COMPANY

$905K

50.0%

KAISER FOUNDATION HEALTH PLAN INC

$5.2M

50.0%

State

Plans

Premium

State share

Index

$905K

0.0%

7.59x

$5.2M

0.0%

6.38x

Sponsor

Loc

Premium

Comp

Carrier

RUSNAK AUTOMOTIVE GROUP

RUSNAK AUTOMOTIVE GROUP HEALTH CARE PLAN

$5.2M

$328K

KAISER FOUNDATION HEALTH PLAN INC.

UNIVERSAL ALLOY CORPORATION

UNIVERSAL ALLOY CORP FLEXIBLE BENEFITS HEALTH, LIFE, TEMP DISABILITY UNFUNDED PLAN

$905K

$123K

STANDARD INSURANCE COMPANY