Welfare broker

SALLY MCKENZIE

Mailing address (most recent filing)

10 RESEARCH PARKWAY

SUITE 400

WALLINGFORD, CT 06492

Total comp: $35K
Commissions: $32K
Fees: $3K
Filings: 1
Sponsors: 1

Carrier mix

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

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$2.9M	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
VT	1	$2.9M	0.4%	469.70x

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 SALLY MCKENZIE's plans by broker comp / premium ratio. Median 1.23% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where SALLY MCKENZIE is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VERMONT GAS SYSTEMS, INC. VT GAS SYSTEMS,INC. HEALTH CARE PLAN	VT	$2.9M	$36K	BLUE CROSS AND BLUE SHIELD OF VERMONT