Welfare broker

JAMES M. MCKENNA

Mailing address (most recent filing)

455 EAST 57TH STREET, APARTMENT 5B

NEW YORK, NY 10022

Total comp: $707K
Commissions: $707K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

Where JAMES M. MCKENNA 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	$1.3M	50.0%
BLUE CROSS OF CALIFORNIA	1	$3.3M	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	1	$3.3M	0.0%	8.32x
NJ	1	$1.3M	0.0%	23.26x

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 M. MCKENNA's plans by broker comp / premium ratio. Median 4.55% vs welfare-wide median 6.35% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
STRATUS DX, LLC STRATUS DX, LLC HEALTH AND WELFARE BENEFIT PLAN	TX	$3.3M	$138K	BLUECROSS BLUESHIELD OF TEXAS
MED ADVANTAGE, LLC MED ADVANTAGE, LLC HEALTH & WELFARE PLAN	NJ	$1.3M	$65K	UNITEDHEALTHCARE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.3M

50.0%

BLUE CROSS OF CALIFORNIA

$3.3M

50.0%

State

Plans

Premium

State share

Index

$3.3M

0.0%

8.32x

$1.3M

0.0%

23.26x

Sponsor

Loc

Premium

Comp

Carrier

STRATUS DX, LLC

STRATUS DX, LLC HEALTH AND WELFARE BENEFIT PLAN

$3.3M

$138K

BLUECROSS BLUESHIELD OF TEXAS

MED ADVANTAGE, LLC

MED ADVANTAGE, LLC HEALTH & WELFARE PLAN

$1.3M

$65K

UNITEDHEALTHCARE INSURANCE COMPANY