Welfare broker

JODI WELLHOEFFER/MCCLONE AGENCY

Mailing address (most recent filing)

3131 OLD ORCHARD LANE

OSHKOSH, WI 54902

Total comp: $25K
Commissions: $25K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where JODI WELLHOEFFER/MCCLONE AGENCY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PREVEA360 HEALTH PLAN100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PREVEA360 HEALTH PLAN	1	$1.6M	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	$1.6M	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 JODI WELLHOEFFER/MCCLONE AGENCY's plans by broker comp / premium ratio. Median 2.71% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of JODI WELLHOEFFER/MCCLONE AGENCY's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where JODI WELLHOEFFER/MCCLONE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MANITOWOC TOOL & MANUFACTURING, LLC MANITOWOC TOOL & MANUFACTURING, LLC HEALTH AND WELFARE PLANS	WI	$1.6M	$42K	PREVEA360