Welfare broker

MCNALLY WILKINS, INC.

Mailing address (most recent filing)

11116 W. COUNTY RD 127

ODESSA, TX 79765

Total comp: $119K
Commissions: $117K
Fees: $2K
Filings: 3
Sponsors: 3

Carrier mix

Where MCNALLY WILKINS, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNUM LIFE INSURANCE COMPANY OF AMERICA33.3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNUM LIFE INSURANCE COMPANY OF AMERICA	1	$687K	33.3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	1	$26K	33.3%
BLUE CROSS OF CALIFORNIA	1	$2.2M	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
TX	3	$2.9M	0.0%	16.72x

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 MCNALLY WILKINS, INC.'s plans by broker comp / premium ratio. Median 7.62% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of MCNALLY WILKINS, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where MCNALLY WILKINS, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MORROW ENERGY, LLC MORROW ENERGY, LLC PREMIUM ONLY PLAN	TX	$2.2M	$128K	BLUECROSS BLUESHIELD OF TEXAS
RELIANT HOLDINGS LTD RELIANT HOLDING LTD HEALTH BENEFIT PLAN	TX	$687K	$52K	UNUM LIFE INSURANCE COMPANY OF AMERICA
GJR MEYER SERVICE COMPANY, INC. GJR MEYER SERVICE, INC. ANCILLARY BENEFIT PLAN	TX	$26K	$4K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

UNUM LIFE INSURANCE COMPANY OF AMERICA

$687K

33.3%

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

$26K

33.3%

BLUE CROSS OF CALIFORNIA

$2.2M

33.3%

State

Plans

Premium

State share

Index

$2.9M

0.0%

16.72x

Sponsor

Loc

Premium

Comp

Carrier

MORROW ENERGY, LLC

MORROW ENERGY, LLC PREMIUM ONLY PLAN

$2.2M

$128K

BLUECROSS BLUESHIELD OF TEXAS

RELIANT HOLDINGS LTD

RELIANT HOLDING LTD HEALTH BENEFIT PLAN

$687K

$52K

UNUM LIFE INSURANCE COMPANY OF AMERICA

GJR MEYER SERVICE COMPANY, INC.

GJR MEYER SERVICE, INC. ANCILLARY BENEFIT PLAN

$26K

$4K

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA