Welfare broker

MARCUS R BOLAND

Mailing address (most recent filing)

MAUKA TOWER

737 BISHOP ST STE 1700

HONOLULU, HI 96813

Total comp: $34K
Commissions: $26K
Fees: $8K
Filings: 2
Sponsors: 2

Carrier mix

Where MARCUS R BOLAND places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

NORTHWESTERN MUTUAL100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
NORTHWESTERN MUTUAL	1	$202K	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
HI	1	$202K	0.2%	283.20x

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 MARCUS R BOLAND's plans by broker comp / premium ratio. Median 18.49% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of MARCUS R BOLAND's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where MARCUS R BOLAND is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
IOLANI SCHOOL YOUR GROUP INSURANCE PLAN FOR ALL ELIGIBLE EMPLOYEES AT IOLANI SCHOOL	HI	$202K	$37K	NORTHWESTERN MUTUAL