Welfare broker

BRAD JAKEL

Mailing address (most recent filing)

114 EAST MAIN STREET

SUITE 213

WAUNAKEE, WI 53597

Total comp: $3.5M
Commissions: $3.5M
Fees: $2K
Filings: 3
Sponsors: 3

Carrier mix

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

GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN	1	$1.8M	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
WI	1	$1.8M	0.0%	53.08x

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 BRAD JAKEL's plans by broker comp / premium ratio. Median 4.46% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where BRAD JAKEL is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OPTIONS IN COMMUNITY LIVING, INC. OPTIONS IN COMMUNITY LIVING, INC. EMPLOYEE BENEFITS PLAN	WI	$1.8M	$79K	GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN