Welfare broker

VANDEHEY FINANCIAL SERVICES

Mailing address (most recent filing)

311 E ANN ST NR 2

KAUKAUNA, WI 54130

Total comp: $46K
Commissions: $46K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

PRINCIPAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$349K	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	$349K	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 VANDEHEY FINANCIAL SERVICES's plans by broker comp / premium ratio. Median 14.21% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where VANDEHEY FINANCIAL SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CHERRY OPTICAL, INC. CHERRY OPTICAL, INC. HEALTH & DENTAL PLAN	WI	$349K	$50K	PRINCIPAL LIFE INSURANCE COMPANY