Welfare broker

THE USSERY GROUP, INC.

Mailing address (most recent filing)

114 SILVER SPUR

HORSESHOE BAY, TX 786575638

Total comp: $120K
Commissions: $12K
Fees: $108K
Filings: 5
Sponsors: 5

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$3.2M	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	$3.2M	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 THE USSERY GROUP, INC.'s plans by broker comp / premium ratio. Median 5.29% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where THE USSERY GROUP, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
LENDERS PROTECTION, LLC LENDERS PROTECTION, LLC WELFARE BENEFIT PLAN	TX	$3.2M	$168K	UNITEDHEALTHCARE INSURANCE COMPANY