Welfare broker

SHANE JACOBSEN

Mailing address (most recent filing)

21436 LAKE HILL LN

COUNCIL BLUFFS, IA 515032122

Total comp: $34K
Commissions: $34K
Fees: $60
Filings: 2
Sponsors: 2

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	2	$843K	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
NE	2	$843K	0.3%	162.00x

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 SHANE JACOBSEN's plans by broker comp / premium ratio. Median 7.30% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where SHANE JACOBSEN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
RTI RTI GROUP HEALTH AND WELFARE PLAN	NE	$750K	$36K	METROPOLITAN LIFE INSURANCE COMPANY
SGH REDGLAZE HOLDINGS, INC. SGH REDGLAZE HOLDINGS, INC. GROUP HEALTH AND WELFARE PLAN	NE	$92K	$9K	METROPOLITAN LIFE INSURANCE COMPANY