Welfare broker

OBERLOH, JESSE D

Mailing address (most recent filing)

HAUSMANN GROUP INC

740 REGENT ST SUITE 400

MADISON, WI 53715

Total comp: $98K
Commissions: $98K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where OBERLOH, JESSE D places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

DEAN HEALTH PLAN INC100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
DEAN HEALTH PLAN INC	1	$2.6M	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	$2.6M	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 OBERLOH, JESSE D's plans by broker comp / premium ratio. Median 3.58% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of OBERLOH, JESSE D's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where OBERLOH, JESSE D is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OAK PARK NURSING & REHABILITATION CENTER, LLC OAK PARK WRAP PLAN	WI	$2.6M	$92K	DEAN HEALTH PLAN INC