Welfare broker

ROBERT DAVIDSON

Mailing address (most recent filing)

6505 TIMBER WOLFE TR

PLANO, TX 75093

Total comp: $143K
Commissions: $98K
Fees: $45K
Filings: 2
Sponsors: 2

Carrier mix

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

STANDARD INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
STANDARD INSURANCE COMPANY	1	$774K	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	$774K	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 ROBERT DAVIDSON's plans by broker comp / premium ratio. Median 33.08% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where ROBERT DAVIDSON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SMI TRS OPCP LLC SMI TRS OPCO EMPLOYEE HEALTH PLAN	TX	$774K	$256K	STANDARD INSURANCE COMPANY