Welfare broker

MCWALTER VOLUNTEER BENEFITS

Mailing address (most recent filing)

12 WINDING BROOK ROAD

FRANKLIN, MA 02038

Total comp: $119K
Commissions: $119K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

Where MCWALTER VOLUNTEER BENEFITS places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
RELIANCE STANDARD LIFE INSURANCE COMPANY33.3%
BLUE CROSS OF CALIFORNIA33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$3.0M	33.3%
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$192K	33.3%
BLUE CROSS OF CALIFORNIA	1	$511K	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
MA	3	$3.7M	0.1%	46.22x

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 MCWALTER VOLUNTEER BENEFITS's plans by broker comp / premium ratio. Median 3.24% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

Share of MCWALTER VOLUNTEER BENEFITS's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-3 of 3 sponsors where MCWALTER VOLUNTEER BENEFITS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
TALENTBURST, INC. TALENTBURST, INC HEALTH & WELFARE PLAN	MA	$3.0M	$96K	UNITEDHEALTHCARE INSURANCE COMPANY
MAS BUILDING & BRIDGE, INC. MAS BUILDING & BRIDGE HEALTH & WELFARE BENEFITS PLAN	MA	$192K	$30K	RELIANCE MATRIX
TURNER BROTHERS, LLC TURNER BROTHERS, LLC WELFARE BENEFIT PLAN	MA	$511K	$14K	BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$3.0M

33.3%

RELIANCE STANDARD LIFE INSURANCE COMPANY

$192K

33.3%

BLUE CROSS OF CALIFORNIA

$511K

33.3%

State

Plans

Premium

State share

Index

$3.7M

0.1%

46.22x

Sponsor

Loc

Premium

Comp

Carrier

TALENTBURST, INC.

TALENTBURST, INC HEALTH & WELFARE PLAN

$3.0M

$96K

UNITEDHEALTHCARE INSURANCE COMPANY

MAS BUILDING & BRIDGE, INC.

MAS BUILDING & BRIDGE HEALTH & WELFARE BENEFITS PLAN

$192K

$30K

RELIANCE MATRIX

TURNER BROTHERS, LLC

TURNER BROTHERS, LLC WELFARE BENEFIT PLAN

$511K

$14K

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.