Welfare broker

THAXTON GROUP, INC.

Mailing address (most recent filing)

501 E KENNEDY BLVD

STE 1000

TAMPA, FL 33602

Total comp: $339K
Commissions: $339K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where THAXTON GROUP, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

COMBINED INSURANCE COMPANY OF AMERICA33.3%
LIFE INSURANCE COMPANY OF NORTH AMERICA33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
COMBINED INSURANCE COMPANY OF AMERICA	1	$7.1M	33.3%
LIFE INSURANCE COMPANY OF NORTH AMERICA	1	$141K	33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$1.3M	33.3%

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
FL	3	$8.5M	0.1%	25.39x

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 THAXTON GROUP, INC.'s plans by broker comp / premium ratio. Median 12.81% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where THAXTON GROUP, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ROBERTSON, ANSCHUTZ, SCHNEID, CRANE & PARTNERS PLLC ROBERTSON, ANSCHUTZ, SCHNEID, CRANE & PARTNERS PLLC HEALTH AND WELFARE PLAN	FL	$7.1M	$255K	FLORIDA BLUE
A360INC TECHNOLOGY SOLUTIONS A360INC TECHNOLOGY SOLUTIONS WELFARE BENEFIT PLAN	FL	$1.3M	$163K	CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
PROVEST LLC PROVEST, LLC WELFARE BENEFIT PLAN	FL	$141K	$21K	LIFE INSURANCE COMPANY OF NORTH AMERICA

Carrier

Plans

Premium

COMBINED INSURANCE COMPANY OF AMERICA

$7.1M

33.3%

LIFE INSURANCE COMPANY OF NORTH AMERICA

$141K

33.3%

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$1.3M

33.3%

State

Plans

Premium

State share

Index

$8.5M

0.1%

25.39x

Sponsor

Loc

Premium

Comp

Carrier

ROBERTSON, ANSCHUTZ, SCHNEID, CRANE & PARTNERS PLLC

ROBERTSON, ANSCHUTZ, SCHNEID, CRANE & PARTNERS PLLC HEALTH AND WELFARE PLAN

$7.1M

$255K

FLORIDA BLUE

A360INC TECHNOLOGY SOLUTIONS

A360INC TECHNOLOGY SOLUTIONS WELFARE BENEFIT PLAN

$1.3M

$163K

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

PROVEST LLC

PROVEST, LLC WELFARE BENEFIT PLAN

$141K

$21K

LIFE INSURANCE COMPANY OF NORTH AMERICA