Welfare broker

MARGARET TOLBERT INC

Mailing address (most recent filing)

1701 BASS RD STE 200

MACON, GA 31210

Total comp: $109K
Commissions: $65K
Fees: $45K
Filings: 4
Sponsors: 4

Carrier mix

Where MARGARET TOLBERT 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	1	$1.1M	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
GA	1	$1.1M	0.0%	15.18x

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 MARGARET TOLBERT INC's plans by broker comp / premium ratio. Median 6.67% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of MARGARET TOLBERT INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where MARGARET TOLBERT INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MACON-BIBB COUNTY ECONOMIC OPPORTUNITY COUNCIL, INC. MACON-BIBB COUNTY ECONOMIC OPPORTUNITY COUNCIL EMPLOYEE BENEFITS PLAN	GA	$1.1M	$71K	UNITEDHEALTHCARE INSURANCE COMPANY