Welfare broker

SHAFER INSURANCE AGENCY INC

Mailing address (most recent filing)

1100 MARION STREET

SUITE 200

KNOXVILLE, TN 37921

Total comp: $103K
Commissions: $102K
Fees: $2K
Filings: 5
Sponsors: 5

Carrier mix

Where SHAFER INSURANCE AGENCY INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$912K	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
TN	1	$912K	0.1%	64.91x

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 SHAFER INSURANCE AGENCY INC's plans by broker comp / premium ratio. Median 5.86% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of SHAFER INSURANCE AGENCY INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where SHAFER INSURANCE AGENCY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CHEROKEE HEALTH SYSTEMS, INC. CHEROKEE HEALTH SYSTEMS, INC. EMPLOYEE BENEFITS PLAN	TN	$912K	$53K	BLUERE OF TENNESSEE