Welfare broker

CATTAIL INC DBA LEE AGENCY INC

Mailing address (most recent filing)

2210 2ND AVENUE

MUSCATINE, IA 52761

Total comp: $49K
Commissions: $20K
Fees: $29K
Filings: 3
Sponsors: 3

Carrier mix

Where CATTAIL INC DBA LEE AGENCY INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$9.1M	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
IA	2	$9.1M	0.2%	105.23x

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 CATTAIL INC DBA LEE AGENCY INC's plans by broker comp / premium ratio. Median 0.76% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of CATTAIL INC DBA LEE AGENCY INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where CATTAIL INC DBA LEE AGENCY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
AMERICAN HEALTHCARE MANAGEMENT SERVICES LLC AMERICAN HEALTHCARE MANAGEMENT SERVICES LLC	IA	$7.9M	$16K	WELLMARK, INC.
BETHANY MANOR DBA BETHANY LIFE BETHANY MANOR DBA BETHANY LIFE EMPLOYEE BENEFITS PLAN	IA	$1.2M	$15K	WELLMARK HEALTH PLAN OF IOWA

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$9.1M

100.0%

State

Plans

Premium

State share

Index

$9.1M

0.2%

105.23x

Sponsor

Loc

Premium

Comp

Carrier

AMERICAN HEALTHCARE MANAGEMENT SERVICES LLC

$7.9M

$16K

WELLMARK, INC.

BETHANY MANOR DBA BETHANY LIFE

BETHANY MANOR DBA BETHANY LIFE EMPLOYEE BENEFITS PLAN

$1.2M

$15K

WELLMARK HEALTH PLAN OF IOWA