Welfare broker

BOSWORTH & ASSOCIATES

Mailing address (most recent filing)

PO BOX 6620

TYLER, TX 75711

Total comp: $297K
Commissions: $75K
Fees: $222K
Filings: 6
Sponsors: 6

Carrier mix

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

BLUE CROSS OF CALIFORNIA66.7%
UNITEDHEALTHCARE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$2.0M	66.7%
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.3M	33.3%

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
TX	3	$3.3M	0.0%	16.72x

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 BOSWORTH & ASSOCIATES's plans by broker comp / premium ratio. Median 5.62% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where BOSWORTH & ASSOCIATES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
E&P SERVICES GROUP LLC E&P SERVICES GROUP LLC WELFARE BENEFIT PLAN	TX	$1.3M	$71K	UNITEDHEALTHCARE INSURANCE COMPANY
ALL SAINTS EPISCOPAL SCHOOL OF TYLER, INC ALL SAINTS EPISCOPAL SCHOOL EMPLOYEE BENEFIT PLAN	TX	$845K	$55K	BLUECROSS BLUESHIELD OF TEXAS
THE CALDWELL ZOO THE CALDWELL ZOO EMPLOYEE FLEXIBLE BENEFITS PLAN	TX	$1.2M	$21K	BLUECROSS BLUESHIELD OF TEXAS

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$2.0M

66.7%

UNITEDHEALTHCARE INSURANCE COMPANY

$1.3M

33.3%

State

Plans

Premium

State share

Index

$3.3M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

E&P SERVICES GROUP LLC

E&P SERVICES GROUP LLC WELFARE BENEFIT PLAN

$1.3M

$71K

UNITEDHEALTHCARE INSURANCE COMPANY

ALL SAINTS EPISCOPAL SCHOOL OF TYLER, INC

ALL SAINTS EPISCOPAL SCHOOL EMPLOYEE BENEFIT PLAN

$845K

$55K

BLUECROSS BLUESHIELD OF TEXAS

THE CALDWELL ZOO

THE CALDWELL ZOO EMPLOYEE FLEXIBLE BENEFITS PLAN

$1.2M

$21K

BLUECROSS BLUESHIELD OF TEXAS