Welfare broker

KELLI L MCALLISTER

Mailing address (most recent filing)

9 MYSTIC LN

NORTHPORT, NY 117681341

Total comp: $124K
Commissions: $124K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where KELLI L MCALLISTER places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.7M	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
NY	1	$1.7M	0.0%	19.82x

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 KELLI L MCALLISTER's plans by broker comp / premium ratio. Median 5.31% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of KELLI L MCALLISTER's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where KELLI L MCALLISTER is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
STERLING NORTH AMERICA INC. STERLING NORTH AMERICA INC. HEALTH AND WELFARE BENEFIT PLAN	NY	$1.7M	$93K	UNITEDHEALTHCARE INSURANCE COMPANY