Welfare broker

MILLS-SHELLHAMMER-PUETZ & ASSOC.

Mailing address (most recent filing)

117 PIERCE STREET, SUITE 200

SIOUX CITY, IA 51101

Total comp: $7K
Commissions: $7K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where MILLS-SHELLHAMMER-PUETZ & ASSOC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$61K	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	1	$61K	0.1%	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 MILLS-SHELLHAMMER-PUETZ & ASSOC.'s plans by broker comp / premium ratio. Median 11.94% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of MILLS-SHELLHAMMER-PUETZ & ASSOC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where MILLS-SHELLHAMMER-PUETZ & ASSOC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SIOUXLAND MENTAL HEALTH SERVICES, INC. SIOUXLAND MENTAL HEALTH SERVICES, INC.	IA	$61K	$7K	UNUM LIFE INSURANCE COMPANY OF AMERICA