Welfare broker

MDH FINANCIAL GROUP, LLC.

Mailing address (most recent filing)

12400 COIT ROAD

SUITE 1250

DALLAS, TX 75251

Total comp: $176K
Commissions: $64K
Fees: $112K
Filings: 2
Sponsors: 2

Carrier mix

Where MDH FINANCIAL GROUP, LLC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$3.1M	50.0%
BLUE CROSS OF CALIFORNIA	1	$2.8M	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	$5.9M	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 MDH FINANCIAL GROUP, LLC.'s plans by broker comp / premium ratio. Median 5.53% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of MDH FINANCIAL GROUP, LLC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where MDH FINANCIAL GROUP, LLC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
A-MAX INSURANCE SERVICES, INC. A-MAX INSURANCE SERVICES, INC. EMPLOYEE BENEFITS PLAN	TX	$3.1M	$179K	UNITEDHEALTHCARE INSURANCE COMPANY
APPLIED CONCEPTS, INC. APPLIED CONCEPTS, INC. EMPLOYEE BENEFITS PLAN	TX	$2.8M	$148K	BLUECROSS BLUESHIELD OF TEXAS

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$3.1M

50.0%

BLUE CROSS OF CALIFORNIA

$2.8M

50.0%

State

Plans

Premium

State share

Index

$5.9M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

A-MAX INSURANCE SERVICES, INC.

A-MAX INSURANCE SERVICES, INC. EMPLOYEE BENEFITS PLAN

$3.1M

$179K

UNITEDHEALTHCARE INSURANCE COMPANY

APPLIED CONCEPTS, INC.

APPLIED CONCEPTS, INC. EMPLOYEE BENEFITS PLAN

$2.8M

$148K

BLUECROSS BLUESHIELD OF TEXAS