Welfare broker

SOFER STEINER

Mailing address (most recent filing)

2700 POST OAK BOULEVARD

SUITE 1150

HOUSTON, TX 77056

Total comp: $210K
Commissions: $209K
Fees: $1K
Filings: 4
Sponsors: 4

Carrier mix

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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$341K	50.0%
BLUE CROSS OF CALIFORNIA	1	$1.5M	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
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 SOFER STEINER's plans by broker comp / premium ratio. Median 8.95% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where SOFER STEINER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
THE EMERY WEINER CENTER FOR JEWISH EDUCATION THE EMERY WEINER SCHOOL WELFARE BENEFIT PLAN	TX	$1.5M	$75K	BLUE CROSS BLUE SHIELD OF TEXAS
AXION LOGISTICS, LLC AXION LOGISTICS, LLC WELFARE BENEFIT PLAN	TX	$341K	$44K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$341K

50.0%

BLUE CROSS OF CALIFORNIA

$1.5M

50.0%

State

Plans

Premium

State share

Index

$1.8M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

THE EMERY WEINER CENTER FOR JEWISH EDUCATION

THE EMERY WEINER SCHOOL WELFARE BENEFIT PLAN

$1.5M

$75K

BLUE CROSS BLUE SHIELD OF TEXAS

AXION LOGISTICS, LLC

AXION LOGISTICS, LLC WELFARE BENEFIT PLAN

$341K

$44K

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA