Welfare broker

RACHEL BAGWELL MEANS

Mailing address (most recent filing)

2367 OAK ALY

TYLER, TX 75703

Total comp: $179K
Commissions: $172K
Fees: $6K
Filings: 3
Sponsors: 3

Carrier mix

Where RACHEL BAGWELL MEANS places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITED OF OMAHA LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	2	$1.8M	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	$1.8M	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 RACHEL BAGWELL MEANS's plans by broker comp / premium ratio. Median 12.64% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of RACHEL BAGWELL MEANS's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where RACHEL BAGWELL MEANS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
JOHN SOULES FOODS, INC. JOHN SOULES FOODS, INC. WELFARE BENEFIT PLAN	TX	$1.5M	$259K	UNITED OF OMAHA LIFE INUSRANCE COMPANY
CLEAN SCAPES AUSTIN, LLC CLEAN SCAPES HEALTH AND WELFARE HEALTH PLAN	TX	$317K	$25K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$1.8M

100.0%

State

Plans

Premium

State share

Index

$1.8M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

JOHN SOULES FOODS, INC.

JOHN SOULES FOODS, INC. WELFARE BENEFIT PLAN

$1.5M

$259K

UNITED OF OMAHA LIFE INUSRANCE COMPANY

CLEAN SCAPES AUSTIN, LLC

CLEAN SCAPES HEALTH AND WELFARE HEALTH PLAN

$317K

$25K

UNITED OF OMAHA LIFE INSURANCE COMPANY