Welfare broker

ALAN R. JESSEN

Mailing address (most recent filing)

1308 WEST 18TH STREET

CEDAR FALLS, IA 50613

Total comp: $4K
Commissions: $4K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$117K	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
MN	1	$117K	0.0%	50.12x

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 ALAN R. JESSEN's plans by broker comp / premium ratio. Median 6.00% vs welfare-wide median 6.35% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where ALAN R. JESSEN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CPM HOLDINGS, INC. CPM HOLDINGS, INC. WRAP PLAN	MN	$117K	$7K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA