Welfare broker

MCCONNELL INSURANCE AGENCY SERVICES

Mailing address (most recent filing)

741 INDIAN CREEK ROAD

BROWNSVILLE, KY 42210

Total comp: $44K
Commissions: $44K
Fees: $236
Filings: 7
Sponsors: 7

Carrier mix

Where MCCONNELL INSURANCE AGENCY SERVICES places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33.3%
HEALTH RESOURCES, INC.33.3%
FIDELITY SECURITY LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$12K	33.3%
HEALTH RESOURCES, INC.	1	$67K	33.3%
FIDELITY SECURITY LIFE INSURANCE COMPANY	1	$18K	33.3%

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
KY	3	$97K	0.1%	19.70x

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 MCCONNELL INSURANCE AGENCY SERVICES's plans by broker comp / premium ratio. Median 10.00% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of MCCONNELL INSURANCE AGENCY SERVICES's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where MCCONNELL INSURANCE AGENCY SERVICES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
INGRAM'S WATER AND AIR EQUIPMENT, LLC INGRAMS WATER AND AIR EQUIPMENT LLC	KY	$67K	$7K	HEALTH RESOURCES INC
INGRAM'S WATER & AIR EQUIPMENT, LLC INGRAM'S WATER & AIR EQUIPMENT, LLC	KY	$12K	$3K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
INGRAM'S WATER AND AIR EQUIPMENT LLC INGRAM'S WATER AND AIR EQUIPMENT	KY	$18K	$2K	FIDELITY SECURITY LIFE INSURANCE COMPANY

Carrier

Plans

Premium

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

$12K

33.3%

HEALTH RESOURCES, INC.

$67K

33.3%

FIDELITY SECURITY LIFE INSURANCE COMPANY

$18K

33.3%

State

Plans

Premium

State share

Index

$97K

0.1%

19.70x

Sponsor

Loc

Premium

Comp

Carrier

INGRAM'S WATER AND AIR EQUIPMENT, LLC

INGRAMS WATER AND AIR EQUIPMENT LLC

$67K

$7K

HEALTH RESOURCES INC

INGRAM'S WATER & AIR EQUIPMENT, LLC

$12K

$3K

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

INGRAM'S WATER AND AIR EQUIPMENT LLC

INGRAM'S WATER AND AIR EQUIPMENT

$18K

$2K

FIDELITY SECURITY LIFE INSURANCE COMPANY