Welfare broker

CARROLL INSURANCE AGENCY LTD

Mailing address (most recent filing)

6702 GESSNER RD

HOUSTON, TX 77040

Total comp: $121K
Commissions: $120K
Fees: $1K
Filings: 10
Sponsors: 10

Carrier mix

Where CARROLL INSURANCE AGENCY LTD places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PRINCIPAL LIFE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$139K	50.0%
BLUE CROSS OF CALIFORNIA	1	$2.6M	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
TX	2	$2.7M	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 CARROLL INSURANCE AGENCY LTD's plans by broker comp / premium ratio. Median 10.50% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of CARROLL INSURANCE AGENCY LTD's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where CARROLL INSURANCE AGENCY LTD is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ELECTRONIC POWER DESIGN INC. ELECTRONIC POWER DESIGN HEALTH AND WELFARE PLAN	TX	$2.6M	$95K	BLUECROSS AND BLUESHIELD OF TEXAS
PRECISION SPRAY & COATINGS PRECISION SPRAY & COATINGS	TX	$139K	$24K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

PRINCIPAL LIFE INSURANCE COMPANY

$139K

50.0%

BLUE CROSS OF CALIFORNIA

$2.6M

50.0%

State

Plans

Premium

State share

Index

$2.7M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

ELECTRONIC POWER DESIGN INC.

ELECTRONIC POWER DESIGN HEALTH AND WELFARE PLAN

$2.6M

$95K

BLUECROSS AND BLUESHIELD OF TEXAS

PRECISION SPRAY & COATINGS

$139K

$24K

PRINCIPAL LIFE INSURANCE COMPANY