Welfare broker

SA BENEFIT SERVICES

Mailing address (most recent filing)

A DIVISION OF AFORE INSURANCE SERVI

11844 BANDERA RD # 429

HELOTES, TX 78023

Total comp: $27K
Commissions: $27K
Fees: $6
Filings: 3
Sponsors: 3

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY50.0%
COMPANION LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$1K	50.0%
COMPANION LIFE INSURANCE COMPANY	1	$378K	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
NJ	1	$1K	0.0%	23.18x
MS	1	$378K	0.2%	124.24x

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 SA BENEFIT SERVICES's plans by broker comp / premium ratio. Median 9.10% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where SA BENEFIT SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MISSISSIPPI METHODIST SENIOR SERVICES INC. MISSISSIPPI METHODIST SENIOR SERVICES EMPLOYEE BENEFIT PLAN	MS	$378K	$26K	COMPANION LIFE INSURANCE COMPANY
ELS EDUCATIONAL SERVICES ELS EDUCATIONAL SERVICES WELFARE AND BENEFITS ADD	NJ	$1K	$129	METROPOLITAN GENERAL INSURANCE COMPANY

Carrier

Plans

Premium

METROPOLITAN LIFE INSURANCE COMPANY

$1K

50.0%

COMPANION LIFE INSURANCE COMPANY

$378K

50.0%

State

Plans

Premium

State share

Index

$1K

0.0%

23.18x

$378K

0.2%

124.24x

Sponsor

Loc

Premium

Comp

Carrier

MISSISSIPPI METHODIST SENIOR SERVICES INC.

MISSISSIPPI METHODIST SENIOR SERVICES EMPLOYEE BENEFIT PLAN

$378K

$26K

COMPANION LIFE INSURANCE COMPANY

ELS EDUCATIONAL SERVICES

ELS EDUCATIONAL SERVICES WELFARE AND BENEFITS ADD

$1K

$129

METROPOLITAN GENERAL INSURANCE COMPANY