Welfare broker

JAGGI PETRY INSURANCE & INVESTMENT

Mailing address (most recent filing)

332 W MARION AVE STE 5

FORSYTH, IL 62535

Total comp: $72K
Commissions: $72K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where JAGGI PETRY INSURANCE & INVESTMENT places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PROTEC INSURANCE COMPANY25.0%
DELTA DENTAL OF CALIFORNIA25.0%
DEARBORN LIFE INSURANCE COMPANY25.0%
BLUE CROSS OF CALIFORNIA25.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PROTEC INSURANCE COMPANY	1	$13K	25.0%
DELTA DENTAL OF CALIFORNIA	1	$80K	25.0%
DEARBORN LIFE INSURANCE COMPANY	1	$68K	25.0%
BLUE CROSS OF CALIFORNIA	1	$1.4M	25.0%

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
IL	4	$1.6M	0.1%	28.47x

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 JAGGI PETRY INSURANCE & INVESTMENT's plans by broker comp / premium ratio. Median 8.75% vs welfare-wide median 6.29% (n=4).

Prospect-flag exposure · vs market baseline

Share of JAGGI PETRY INSURANCE & INVESTMENT's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-4 of 4 sponsors where JAGGI PETRY INSURANCE & INVESTMENT is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HERITAGE BEHAVIORAL HEALTH CENTER, INC. HERITAGE BEHAVIORAL HEALTH CENTER, INC. HEALTH PLAN	IL	$1.4M	$55K	BLUECROSS BLUESHIELD OF ILLINOIS
HERITAGE BEHAVIORAL HEALTH CENTER, INC. HERITAGE BEHAVIORAL HEALTH CENTER, INC. AD&D, LIFE AND STD PLAN	IL	$68K	$10K	DEARBORN LIFE INSURANCE COMPANY
HERITAGE BEHAVIORAL HEALTH CENTER, INC. HERITAGE BEHAVIORAL HEALTH CENTER, INC. DENTAL PLAN	IL	$80K	$6K	DELTA DENTAL OF ILLINOIS
HERITAGE BEHAVIORAL HEALTH CENTER, INC. HERITAGE BEHAVIORAL HEALTH CENTER, INC. VISION PLAN	IL	$13K	$1K	PROTEC INSURANCE COMPANY