Welfare broker

STEPHENS BASTIAN AND CARTWRIGHT LP

Mailing address (most recent filing)

2351 S FM 51 STE 300

DECATUR, TX 76234

Total comp: $828K
Commissions: $656K
Fees: $173K
Filings: 12
Sponsors: 12

Carrier mix

Where STEPHENS BASTIAN AND CARTWRIGHT LP places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	3	$10.4M	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	3	$10.4M	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 STEPHENS BASTIAN AND CARTWRIGHT LP's plans by broker comp / premium ratio. Median 4.37% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of STEPHENS BASTIAN AND CARTWRIGHT LP's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where STEPHENS BASTIAN AND CARTWRIGHT LP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
AMG TECHNOLOGY INVESTMENT GROUP, LLC AMG TECHNOLOGY INVESTMENT GROUP, LLC DBA NEXTLINK HEALTH & WELFARE PLAN	TX	$5.8M	$252K	BLUECROSS BLUESHIELD OF TEXAS
SOLARIS HEALTHCARE, INC. SOLARIS HEALTHCARE, INC. BLUECROSS BLUESHIELD PLAN	TX	$2.8M	$122K	BLUECROSS BLUESHIELD OF TEXAS
LEGEND BANK, N.A. LEGEND BANK, N.A. HEALTH AND WELFARE PLAN	TX	$1.9M	$109K	BLUECROSS BLUESHIELD OF TEXAS

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$10.4M

100.0%

State

Plans

Premium

State share

Index

$10.4M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

AMG TECHNOLOGY INVESTMENT GROUP, LLC

AMG TECHNOLOGY INVESTMENT GROUP, LLC DBA NEXTLINK HEALTH & WELFARE PLAN

$5.8M

$252K

BLUECROSS BLUESHIELD OF TEXAS

SOLARIS HEALTHCARE, INC.

SOLARIS HEALTHCARE, INC. BLUECROSS BLUESHIELD PLAN

$2.8M

$122K

BLUECROSS BLUESHIELD OF TEXAS

LEGEND BANK, N.A.

LEGEND BANK, N.A. HEALTH AND WELFARE PLAN

$1.9M

$109K

BLUECROSS BLUESHIELD OF TEXAS