Welfare broker

GLASS SORENSON & MCDAVID INC

Mailing address (most recent filing)

PO BOX 1478

ROCKPORT, TX 78381

Total comp: $202K
Commissions: $142K
Fees: $60K
Filings: 2
Sponsors: 2

Carrier mix

Where GLASS SORENSON & MCDAVID INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	2	$5.0M	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
TX	2	$5.0M	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 GLASS SORENSON & MCDAVID INC's plans by broker comp / premium ratio. Median 6.51% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of GLASS SORENSON & MCDAVID INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where GLASS SORENSON & MCDAVID INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
RON HOOVER RV & MARINE CENTERS RON HOOVER RV & MARINE CENTERS HEALTH & WELFARE BENEFITS PLAN	TX	$2.6M	$170K	UNITEDHEALTHCARE INSURANCE COMPANY
SAGE ENVIRO TECH, LTD SAGE ENVIRO TECH, LTD HEALTH & WELFARE PLAN	TX	$2.4M	$154K	UNITEDHEALTHCARE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$5.0M

100.0%

State

Plans

Premium

State share

Index

$5.0M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

RON HOOVER RV & MARINE CENTERS

RON HOOVER RV & MARINE CENTERS HEALTH & WELFARE BENEFITS PLAN

$2.6M

$170K

UNITEDHEALTHCARE INSURANCE COMPANY

SAGE ENVIRO TECH, LTD

SAGE ENVIRO TECH, LTD HEALTH & WELFARE PLAN

$2.4M

$154K

UNITEDHEALTHCARE INSURANCE COMPANY