Welfare broker

WISCONSIN MEDICAL SOCIETY INSU

Mailing address (most recent filing)

2801 COHO ST STE 200

MADISON, WI 537134531

Total comp: $18K
Commissions: $18K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where WISCONSIN MEDICAL SOCIETY INSU places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50.0%
DELTA DENTAL OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$84K	50.0%
DELTA DENTAL OF CALIFORNIA	1	$396K	50.0%

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	2	$480K	0.1%	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 WISCONSIN MEDICAL SOCIETY INSU's plans by broker comp / premium ratio. Median 6.10% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of WISCONSIN MEDICAL SOCIETY INSU's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where WISCONSIN MEDICAL SOCIETY INSU is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MEDICAL COLLEGE OF WISCONSIN AFFILIATED HOSPITALS, INC. MCWAH DENTAL PLAN	WI	$396K	$9K	DELTA DENTAL OF WISCONSIN
MEDICAL COLLEGE OF WISCONSIN AFFILIATED HOSPITALS, INC. MCWAH VISION PLAN	WI	$84K	$8K	WYSSTA INSURANCE COMPANY INC

Carrier

Plans

Premium

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

$84K

50.0%

DELTA DENTAL OF CALIFORNIA

$396K

50.0%

State

Plans

Premium

State share

Index

$480K

0.1%

53.08x

Sponsor

Loc

Premium

Comp

Carrier

MEDICAL COLLEGE OF WISCONSIN AFFILIATED HOSPITALS, INC.

MCWAH DENTAL PLAN

$396K

$9K

DELTA DENTAL OF WISCONSIN

MEDICAL COLLEGE OF WISCONSIN AFFILIATED HOSPITALS, INC.

MCWAH VISION PLAN

$84K

$8K

WYSSTA INSURANCE COMPANY INC