Welfare broker

JAMES A. HALBERT III

Mailing address (most recent filing)

8200 NORTH MOPAC EXPRESSWAY

SUITE 350

AUSTIN, TX 78759

Total comp: $113K
Commissions: $113K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where JAMES A. HALBERT III 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	1	$2.2M	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	1	$2.2M	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 JAMES A. HALBERT III's plans by broker comp / premium ratio. Median 4.80% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of JAMES A. HALBERT III's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where JAMES A. HALBERT III is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
WATERMARK INSIGHTS, LLC WATERMARK HEALTH & WELLNESS PLAN	TX	$2.2M	$106K	UNITEDHEALTHCARE INSURANCE COMPANY