Welfare broker

TAGGART & ASSOCIATES INC

Mailing address (most recent filing)

1680 38TH ST STE 110

BOULDER, CO 80301

Total comp: $66K
Commissions: $66K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where TAGGART & ASSOCIATES INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

KAISER FOUNDATION HEALTH PLAN INC100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
KAISER FOUNDATION HEALTH PLAN INC	1	$1.4M	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
CO	1	$1.4M	0.1%	81.26x

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 TAGGART & ASSOCIATES INC's plans by broker comp / premium ratio. Median 4.42% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of TAGGART & ASSOCIATES INC's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where TAGGART & ASSOCIATES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TDA RESEARCH, INC. TDA RESEARCH, INC. HEALTH AND WELFARE PLAN	CO	$1.4M	$62K	KAISER FOUNDATION HEALTH PLAN OF COLORADO