Welfare broker

TPB INSURANCE GROUP, INC.

Mailing address (most recent filing)

1900 NW LOOP 410, STE 200

SAN ANTONIO, TX 78213

Total comp: $262K
Commissions: $218K
Fees: $43K
Filings: 4
Sponsors: 4

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$2.0M	50.0%
BLUE CROSS OF CALIFORNIA	1	$2.5M	50.0%

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	2	$4.4M	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 TPB INSURANCE GROUP, INC.'s plans by broker comp / premium ratio. Median 6.13% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where TPB INSURANCE GROUP, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TEXAS PARTNERS BANK TEXAS PARTNERS BANK WELFARE BENEFIT PLAN	TX	$2.5M	$148K	BLUECROSS BLUESHIELD OF TEXAS
GARDNER FINANCIAL SERVICES GARDNER FINANCIAL SERVICES DBA LEGACY MUTUAL ERISA WRAP PLAN	TX	$2.0M	$123K	UNITEDHEALTHCARE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$2.0M

50.0%

BLUE CROSS OF CALIFORNIA

$2.5M

50.0%

State

Plans

Premium

State share

Index

$4.4M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

TEXAS PARTNERS BANK

TEXAS PARTNERS BANK WELFARE BENEFIT PLAN

$2.5M

$148K

BLUECROSS BLUESHIELD OF TEXAS

GARDNER FINANCIAL SERVICES

GARDNER FINANCIAL SERVICES DBA LEGACY MUTUAL ERISA WRAP PLAN

$2.0M

$123K

UNITEDHEALTHCARE INSURANCE COMPANY