Welfare broker

SGL PARTNERS, LLC

Mailing address (most recent filing)

500 W 7TH ST

STE 501

FORTH WORTH, TX 76102

Carrier mix

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

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	2	$3.2M	40.0%
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$65K	20.0%
HCC LIFE INSURANCE COMPANY	1	$410K	20.0%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$1.7M	20.0%

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	5	$5.5M	0.1%	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 SGL PARTNERS, LLC's plans by broker comp / premium ratio. Median 6.46% vs welfare-wide median 6.29% (n=5).

Prospect-flag exposure · vs market baseline

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

1-5 of 5 sponsors where SGL PARTNERS, LLC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BILL UTTER FORD, INC. BILL UTTER FORD, INC. EMPLOYEE BENEFITS PLAN	TX	$2.3M	$144K	UNITEDHEALTHCARE INSURANCE COMPANY
CUMMINGS ELECTRICAL LP CUMMINGS ELECTRICAL LP	TX	$1.7M	$75K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
BOB UTTER FORD BOB UTTER FORD EMPLOYEE BENEFITS PLAN	TX	$928K	$60K	UNITEDHEALTHCARE INSURANCE COMPANY
LACKLAND HOLDINGS MANAGEMENT, LTD LACKLAND HOLDINGS MANAGEMENT, LTD BENEFIT PLAN	TX	$410K	$51K	TOKIO MARINE HCC
RIDGLEA COUNTRY CLUB RIDGLEA COUNTRY CLUB LIFE & LONG TERM DISABILITY PLAN	TX	$65K	$11K	UNUM LIFE INSURANCE COMPANY OF AMERICA