Welfare broker

PSG/COGNETA

Mailing address (most recent filing)

14881 QUORUM DRIVE

SUITE 850

DALLAS, TX 75254

Total comp: $9K
Commissions: $6K
Fees: $3K
Filings: 1
Sponsors: 1

Carrier mix

Where PSG/COGNETA places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

NATIONWIDE LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
NATIONWIDE LIFE INSURANCE COMPANY	1	$242K	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
LA	1	$242K	0.1%	127.11x

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 PSG/COGNETA's plans by broker comp / premium ratio. Median 12.44% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of PSG/COGNETA's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where PSG/COGNETA is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TMC, INC. TMC, INC. WELFARE BENEFIT PLAN	LA	$242K	$30K	NATIONWIDE LIFE INSURANCE COMPANY