Welfare broker

JAMES MCGARRY MCKENNA

Mailing address (most recent filing)

455 EAST 57TH STREET, 5TH FLOOR

NEW YORK, NY 10022

Total comp: $176K
Commissions: $176K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA50.0%
EYEMED VISION CARE50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$1.0M	50.0%
EYEMED VISION CARE	1	$131K	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
OH	2	$1.2M	0.0%	7.91x

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 JAMES MCGARRY MCKENNA's plans by broker comp / premium ratio. Median 11.34% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where JAMES MCGARRY MCKENNA is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SARNOVA HC, LLC SARNOVA HC MEDICAL PRODUCTS WELFARE BENEFIT PLAN	OH	$1.0M	$133K	SUN LIFE ASSURANCE COMPANY OF CANADA
SARNOVA HC, LLC SARNOVA HC MEDICAL PRODUCTS WELFARE BENEFIT PLAN	OH	$131K	$13K	EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.

Carrier

Plans

Premium

SUN LIFE ASSURANCE COMPANY OF CANADA

$1.0M

50.0%

EYEMED VISION CARE

$131K

50.0%

State

Plans

Premium

State share

Index

$1.2M

0.0%

7.91x

Sponsor

Loc

Premium

Comp

Carrier

SARNOVA HC, LLC

SARNOVA HC MEDICAL PRODUCTS WELFARE BENEFIT PLAN

$1.0M

$133K

SUN LIFE ASSURANCE COMPANY OF CANADA

SARNOVA HC, LLC

SARNOVA HC MEDICAL PRODUCTS WELFARE BENEFIT PLAN

$131K

$13K

EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.