The Mund Group

What The Mund Group does

The Mund Group, LTD. is a family-owned insurance brokerage and employee benefits firm headquartered in New Braunfels, Texas, founded in 1975. The firm operates with a staff of 1-10 employees under multi-generational family ownership led by Jeff Mund, Brandon Mund, and Kristopher Mund, all of whom carry the LUTCF (Life Underwriter Training Council Fellow) professional designation. Its business spans three customer segments: corporate employer group benefits clients, executive and high-net-worth individuals, and retail individual consumers.

The firm's product portfolio includes group medical insurance, dental, vision and ancillary coverage, life insurance, disability insurance, executive benefits, and pension/retirement plans. For consumer-facing distribution, The Mund Group has integrated third-party quoting platforms into its website: HealthSherpa for individual medical quotes and Oscar Health (distributed via Allstate Health) for dental, vision, and ancillary products. These integrations represent the entirety of the firm's disclosed digital capability; there is no proprietary technology, no proprietary AI/ML, and no custom platform architecture referenced in the source data. GTM is broker-led and relationship-driven, consistent with the small-employee, family-operated model.

Revenue mechanics are characteristic of an independent insurance brokerage: commission-based compensation on placed coverage, with renewal commissions on in-force books. No revenue figures, commission rates, carrier concentration, or policy counts are disclosed. The firm holds no institutional funding and has no disclosed acquisition history, M&A activity, or external investment events.

Name

The Mund Group

Legal name

The Mund Group, LTD.

Website

https://themundgroup.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

1–10 employees

Short description

The Mund Group is a family-owned insurance brokerage and employee benefits firm in New Braunfels, Texas, founded in 1975, serving corporate employers, executives, and individual consumers with medical, dental, vision, life, disability, executive benefits, and pension products.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Direct Life, Health, and Medical Insurance Carriers (52411), Direct Health and Medical Insurance Carriers (524114)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYFSAIAFAD

Small Group Health Insurance (2–50/100)

Financial & Insurance/Insurance — Life & Health/Group Health Insurance (Employer-Sponsored)

SECONDARYFSAIADAG

Group AD&D (Standalone or Bundled with Life)

Financial & Insurance/Insurance — Life & Health/Group Life Insurance (Employer-Sponsored)

SECONDARYFSAIAIAB

Group Disability Income Insurance (Employer-Sponsored)

Financial & Insurance/Insurance — Life & Health/Disability Income Insurance (Short- & Long-Term)

SECONDARYFSAIADAE

Group Whole Life (Limited/Continuous Pay)

Financial & Insurance/Insurance — Life & Health/Group Life Insurance (Employer-Sponsored)

SECONDARYFSAIAKAD

Group/Employer-Sponsored Critical Illness & Hospital Indemnity

Financial & Insurance/Insurance — Life & Health/Critical Illness & Hospital Indemnity Insurance

Keywords

• Insurance brokerage services
• Employee benefits administration
• Group health insurance
• Retirement planning services
• Executive benefits consulting

Headquarters

HQ city

New Braunfels

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Insurance Brokerage Commissions: The Mund Group generates revenue through commissions from insurance products including health insurance, life insurance, dental insurance, disability insurance, and pensions. As an insurance broker/agent, they earn commissions from carriers for placing business with them. They also likely earn fees for employee benefits consulting and administration services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

The Mund Group is a family-owned insurance brokerage and employee benefits firm that designs, places, and services group and individual insurance products for employers and consumers. Its core book includes medical, dental, life and AD&D, disability, 401(k)/pension, payroll, cafeteria plans, voluntary benefits, and executive benefits, supported by carrier partnerships including HealthSherpa and Oscar/Allstate Health.

Product overview

The Mund Group is an employee benefits firm founded in 1975 that offers a comprehensive suite of insurance and benefit products through its Employee Benefits division. The company provides Individual Medical Quotes and Dental/Vision/Ancillary Quotes as quote-fulfillment platforms, along with a broad portfolio of core insurance products including Medical Insurance, Dental Insurance, Life and AD&D, and Long/Short-Term Disability. The portfolio extends to Executive Benefits, Consumer Driven Health Solutions, Cafeteria Plans, Supplemental Disability, Voluntary Benefits, 401(k)/Pension Solutions, and Payroll Services. The company works with partners including HealthSherpa for medical quotes and Oscar/Allstate Health for ancillary quotes to deliver customized employee benefit packages to individuals and employer groups locally and nationally.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits Programs A bundled brokerage service for employers that designs, places, and services group medical, dental, life, disability, retirement, payroll, cafeteria, and voluntary benefits under a single advisor relationship. Targeted at small and mid-sized employers in central Texas seeking one trusted broker for their benefits package.
• Group Medical Insurance Placement and ongoing servicing of employer-sponsored group medical insurance plans for small and mid-sized employer groups. Offered as part of the firm's employee benefits package for Texas-based employers.
• Dental Insurance Group dental insurance placement and servicing for employer clients, included as a standard line within the firm's employee benefits offering.
• Life Insurance and AD&D Group life insurance and accidental death and dismemberment coverage placed for employer clients, with associated advisory service from credentialed Mund Group advisors.
• Disability Insurance Short-term and long-term disability insurance placement for employer groups, integrated into the firm's employee benefits package.
• 401(k) and Pension Solutions Brokerage and advisory for employer-sponsored 401(k) and pension plans, including plan design, provider selection, and ongoing servicing.
• Payroll Services Employer payroll processing offered alongside the firm's benefits brokerage to provide a consolidated back-office solution for small and mid-sized employers.
• Cafeteria Plans Design and administration of Section 125 cafeteria plans for employer clients, enabling pre-tax employee contributions for benefits.
• Voluntary Benefits Placement of employer-offered voluntary benefits (such as supplemental life, disability, accident, and critical illness coverage) for employee purchase through payroll deduction.
• Executive Benefits Design and placement of executive-level benefits packages (including executive life, disability, and supplemental retirement plans) for employer groups and their key personnel.
• Individual Medical Quotes Individual (non-group) medical insurance quote comparison and placement delivered via The Mund Group's HealthSherpa partnership, targeting consumers seeking personal coverage outside an employer plan.
• Individual Dental, Vision and Ancillary Quotes Quote comparison and placement of individual dental, vision, and ancillary insurance products delivered via The Mund Group's Oscar Health and Allstate Health partnerships, for consumers seeking personal coverage.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• HealthSherpaminorGTM or Marketing PartnerHealthSherpa provides an integrated online platform for The Mund Group to offer individual medical insurance quotes to website visitors. This partnership enables The Mund Group to provide quote comparison capabilities for individual consumers through their website, with The Mund Group agent branding embedded in the platform.
• Oscar Health (Allstate Health)minorGTM or Marketing PartnerOscar Health provides an integrated platform for The Mund Group to offer dental, vision, and ancillary insurance quotes through their Allstate Health marketplace. This partnership allows The Mund Group to provide quote comparison services for dental, vision, and supplemental insurance products with their agent ID embedded in the platform.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Higginbotham: Texas-headquartered independent insurance and employee benefits brokerage serving commercial clients. Highly comparable to The Mund Group in geographic focus, employee-benefits-led product mix, and family/employee-owned culture.
• OneDigital: US employee benefits and insurance brokerage focused on mid-market employers, offering health/welfare, retirement, and HR consulting. Closely aligned with The Mund Group's employee-benefits-led service model for SMB and mid-market groups.
• MJ Insurance: Mid-market employee benefits and property/casualty brokerage. Overlaps with The Mund Group in benefits brokerage, voluntary benefits, and executive benefits for growing employer groups.
• Patriot Growth Insurance Services: US insurance agency platform specializing in employee benefits and commercial insurance for middle-market employers. Comparable in benefits-led product mix and SMB/mid-market positioning.

Regional players

• The Nitsche Group: Texas-based insurance and benefits agency offering health, life, disability, and retirement products to individuals and employers. Comparable regional competitor in the same Texas SMB market.

Broad incumbents

• Arthur J. Gallagher & Co. Global insurance brokerage and risk-management firm with a substantial employee-benefits and group benefits practice. Represents the large incumbent whose SMB-focused producers increasingly compete with The Mund Group.
• Brown & Brown, Inc. Large US insurance brokerage with national employee benefits capabilities. Comparable in offering group health, life, disability, and voluntary benefits through multi-carrier brokerage arrangements.
• USI Insurance Services: National insurance brokerage with strong middle-market employee benefits practice, including group health, voluntary, and retirement solutions. Comparable product breadth to The Mund Group's full benefits suite.
• Hub International: Large North American insurance brokerage with significant employee-benefits and personal-lines offerings. Overlaps with The Mund Group across health, life, and group benefits brokerage.
• Lockton Companies: Largest independent insurance brokerage in the US, with deep employee-benefits and retirement practices. Represents the scale ceiling and competitive threat Mund faces as it pursues larger employer accounts.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/TheMundGroup
• YouTubeyoutube.com/themundgroup
• Facebookfacebook.com/TheMundGroup
• LinkedInlinkedin.com/company/the-mund-group-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Mund Group