Welfare broker

TAILORED WORKSITE SERVICES

Mailing address (most recent filing)

1802 LAKE MEADOWS COURT

HOUSTON, TX 77077

Total comp: $359K
Commissions: $294K
Fees: $64K
Filings: 40
Sponsors: 40

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$69K	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	1	$69K	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 TAILORED WORKSITE SERVICES's plans by broker comp / premium ratio. Median 28.59% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where TAILORED WORKSITE SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BANDERA UTILITY CONTRACTORS, LLC BANDERA UTILITY CONTRACTORS, LLC BASIC LIFE & ADD	TX	$69K	$20K	SUN LIFE ASSURANCE COMPANY OF CANADA