Welfare broker

JEFFERY A SCHULTZ

Mailing address (most recent filing)

W344 N6525 JORGENSON WAY

OCONOMOWOC, WI 53066

Total comp: $-10K
Commissions: $-10K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where JEFFERY A SCHULTZ 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	$99K	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	$99K	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 JEFFERY A SCHULTZ's plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where JEFFERY A SCHULTZ is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
GREAT LAKES VENEER, INC. MARION PLYWOOD LIFE INSURANCE PLAN	WI	$99K	$-21K	GUARDIAN