Welfare broker

JACOBSON ASSOCIATES INC

Mailing address (most recent filing)

C/O THE MONTEVERDE GROUP

420 FORT DUQUESNE BLVD STE 200

PITTSBURGH, PA 152221444

Total comp: $54K
Commissions: $54K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

PRINCIPAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$135K	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
PA	1	$135K	0.0%	23.98x

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 JACOBSON ASSOCIATES INC's plans by broker comp / premium ratio. Median 9.98% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where JACOBSON ASSOCIATES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH WELFARE PLAN	PA	$135K	$13K	PRINCIPAL LIFE INSURANCE COMPANY