Welfare broker

SCHATZ TIMOTHY

Mailing address (most recent filing)

LECLAIR CORPORATION DBA LECLAIR GRO

6701 UPPER AFTON ROAD

SAINT PAUL, MN 55125

Total comp: $65K
Commissions: $0
Fees: $65K
Filings: 1
Sponsors: 1

Carrier mix

Where SCHATZ TIMOTHY places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

HEALTHPARTNERS INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HEALTHPARTNERS INSURANCE COMPANY	1	$5.1M	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
MN	1	$5.1M	0.0%	50.12x

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 SCHATZ TIMOTHY's plans by broker comp / premium ratio. Median 1.93% vs welfare-wide median 6.35% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where SCHATZ TIMOTHY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
EDUCATION MINNESOTA EDUCATION MINNESOTA EMPLOYEE BENEFITS PLAN	MN	$5.1M	$99K	HEALTHPARTNERS INSURANCE COMPANY