Welfare broker

MCCLELLAN, DAVID J

Mailing address (most recent filing)

114 ROYAL HORSE WAY

REINHOLDS, PA 17569

Total comp: $116K
Commissions: $51K
Fees: $65K
Filings: 13
Sponsors: 13

Carrier mix

Where MCCLELLAN, DAVID J places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

RELIASTAR LIFE INSURANCE COMPANY50.0%
STARMOUNT LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIASTAR LIFE INSURANCE COMPANY	1	$747K	50.0%
STARMOUNT LIFE INSURANCE COMPANY	1	$151K	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
IN	1	$747K	0.0%	16.99x
CO	1	$151K	0.1%	40.63x

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 MCCLELLAN, DAVID J's plans by broker comp / premium ratio. Median 8.90% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of MCCLELLAN, DAVID J's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where MCCLELLAN, DAVID J is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DWYER INSTRUMENTS, LLC DWYER INSTRUMENTS, LLC MASTER WELFARE PLAN	IN	$747K	$25K	RELIASTAR LIFE INSURANCE COMPANY
VIVOS THERAPEUTICS, INC. VIVOS THERAPEUTICS, INC. HEALTH AND WELFARE BENEFIT PLAN	CO	$151K	$22K	STARMOUNT LIFE INSURANCE COMPANY

Carrier

Plans

Premium

RELIASTAR LIFE INSURANCE COMPANY

$747K

50.0%

STARMOUNT LIFE INSURANCE COMPANY

$151K

50.0%

State

Plans

Premium

State share

Index

$747K

0.0%

16.99x

$151K

0.1%

40.63x

Sponsor

Loc

Premium

Comp

Carrier

DWYER INSTRUMENTS, LLC

DWYER INSTRUMENTS, LLC MASTER WELFARE PLAN

$747K

$25K

RELIASTAR LIFE INSURANCE COMPANY

VIVOS THERAPEUTICS, INC.

VIVOS THERAPEUTICS, INC. HEALTH AND WELFARE BENEFIT PLAN

$151K

$22K

STARMOUNT LIFE INSURANCE COMPANY