Welfare broker

WOODFOREST FINANCIAL SERVICES INC

Mailing address (most recent filing)

1330 LAKE ROBBINS DR #150

THE WOODLANDS, TX 77380

Total comp: $83K
Commissions: $83K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$894K	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
UT	1	$894K	0.1%	131.45x

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 WOODFOREST FINANCIAL SERVICES INC's plans by broker comp / premium ratio. Median 7.40% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where WOODFOREST FINANCIAL SERVICES INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
STAR STEP PERFORMANCE COATINGS, LLC STAR STEP COATINGS, LLC WELFARE BENEFIT PLAN	UT	$894K	$66K	BLUECROSS BLUESHIELD OF TEXAS