Welfare broker

STEVEN SWANSON

Mailing address (most recent filing)

1523 47TH AVENUE

SUITE 3

MOLINE, IL 61265

Total comp: $12K
Commissions: $11K
Fees: $470
Filings: 2
Sponsors: 2

Carrier mix

Where STEVEN SWANSON 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	1	$305K	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
IA	1	$305K	0.1%	105.23x

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 STEVEN SWANSON's plans by broker comp / premium ratio. Median 7.04% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where STEVEN SWANSON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ASCENTRA CREDIT UNION ASCENTRA CREDIT UNION EMPLOYEE BENEFITS PLAN	IA	$305K	$21K	METROPOLITAN LIFE INSURANCE COMPANY