Welfare broker

MILWAUKEE BROKERAGE EMPLOYEE BEN IN

Mailing address (most recent filing)

4507 N OAKLAND AVE

SHOREWOOD, WI 53211

Total comp: $1.1M
Commissions: $1.0M
Fees: $55K
Filings: 1
Sponsors: 1

Carrier mix

Where MILWAUKEE BROKERAGE EMPLOYEE BEN IN places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$2.9M	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	$2.9M	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 MILWAUKEE BROKERAGE EMPLOYEE BEN IN's plans by broker comp / premium ratio. Median 36.95% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of MILWAUKEE BROKERAGE EMPLOYEE BEN IN's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where MILWAUKEE BROKERAGE EMPLOYEE BEN IN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MADISON MEDICAL AFFILIATES MADISON MEDICAL INC WELFARE BENEFITS PLAN	WI	$2.9M	$1.1M	UNITEDHEALTHCARE INSURANCE COMPANY