Welfare broker

SECURE BENEFITS, LLC

Mailing address (most recent filing)

4610 DE ZAVALA ROAD

SAN ANTONIO, TX 78249

Total comp: $225K
Commissions: $221K
Fees: $3K
Filings: 5
Sponsors: 5

Carrier mix

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

UNITED OF OMAHA LIFE INSURANCE COMPANY33.3%
METROPOLITAN LIFE INSURANCE COMPANY33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$178K	33.3%
METROPOLITAN LIFE INSURANCE COMPANY	1	$1.0M	33.3%
BLUE CROSS OF CALIFORNIA	1	$816K	33.3%

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	3	$2.0M	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 SECURE BENEFITS, LLC's plans by broker comp / premium ratio. Median 17.12% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where SECURE BENEFITS, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ALAMO CEMENT COMPANY ALAMO CEMENT EMPLOYEE BENEFIT PLAN	TX	$1.0M	$178K	METROPOLITAN LIFE INSURANCE COMPANY
ARCHITECTURAL DIVISON 8 ONC ARCHITECTURAL DIVISION 8 HEALTH PLAN	TX	$816K	$39K	BLUE CROSS BLUE SHIELD OF TEXAS
ARCHITECTURAL DIVISON 8 ONC ARCHITECTURAL DIVISION 8 SUPPLEMENTAL INSURANCE PLAN	TX	$178K	$30K	UNITED OF OMAHA LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED OF OMAHA LIFE INSURANCE COMPANY

$178K

33.3%

METROPOLITAN LIFE INSURANCE COMPANY

$1.0M

33.3%

BLUE CROSS OF CALIFORNIA

$816K

33.3%

State

Plans

Premium

State share

Index

$2.0M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

ALAMO CEMENT COMPANY

ALAMO CEMENT EMPLOYEE BENEFIT PLAN

$1.0M

$178K

METROPOLITAN LIFE INSURANCE COMPANY

ARCHITECTURAL DIVISON 8 ONC

ARCHITECTURAL DIVISION 8 HEALTH PLAN

$816K

$39K

BLUE CROSS BLUE SHIELD OF TEXAS

ARCHITECTURAL DIVISON 8 ONC

ARCHITECTURAL DIVISION 8 SUPPLEMENTAL INSURANCE PLAN

$178K

$30K

UNITED OF OMAHA LIFE INSURANCE COMPANY