Welfare broker

INCENTIVE GROUP

Mailing address (most recent filing)

201 JONES RD SUITE 625

WALTHAM, MA 02451

Total comp: $31K
Commissions: $31K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.	1	$1.0M	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
MA	1	$1.0M	0.0%	46.22x

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 INCENTIVE GROUP's plans by broker comp / premium ratio. Median 3.77% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where INCENTIVE GROUP is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BOSTON DUCK TOURS LIMITED PARTNERSHIP BOSTON DUCK TOURS LIMITED PARTNERSHIP WELFARE BENEFIT PLAN	MA	$1.0M	$38K	TUFTS ASSOCIATED HEALTH MAINTENANCE ORG, INC