Welfare broker

NOLAN HAVERN

Mailing address (most recent filing)

2 PLEASURE ISLAND ROAD, SUITE 2A

WAKEFIELD, MA 01880

Total comp: $64K
Commissions: $59K
Fees: $5K
Filings: 3
Sponsors: 3

Carrier mix

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

PRINCIPAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRINCIPAL LIFE INSURANCE COMPANY	1	$271K	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
MN	1	$271K	0.0%	50.15x

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 NOLAN HAVERN's plans by broker comp / premium ratio. Median 17.65% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where NOLAN HAVERN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
HELIENE USA, INC. DENTAL & ANCILLARY PLAN	MN	$271K	$48K	PRINCIPAL LIFE INSURANCE COMPANY