Welfare broker

THE MCCALL AGENCY INC

Mailing address (most recent filing)

1120 20TH PL

VERO BEACH, FL 32960

Total comp: $134K
Commissions: $134K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where THE MCCALL AGENCY INC places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

HARTFORD LIFE AND ACCIDENT50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
HARTFORD LIFE AND ACCIDENT	1	$896K	50.0%
BLUE CROSS OF CALIFORNIA	1	$2.4M	50.0%

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
FL	1	$2.4M	0.0%	12.70x
CT	1	$896K	0.1%	51.86x

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 THE MCCALL AGENCY INC's plans by broker comp / premium ratio. Median 6.64% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where THE MCCALL AGENCY INC is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
BOZZUTO'S INCORPORATED BOZZUTO'S INC HEALTH AND WELFARE PLAN	CT	$896K	$102K	HARTFORD LIFE AND ACCIDENT
BERNARD EGAN & COMPANY BERNARD EGAN & COMPANY EMPLOYEE WELFARE BENEFIT PLAN	FL	$2.4M	$46K	BLUE CROSS BLUE SHIELD OF FLORIDA

Carrier

Plans

Premium

HARTFORD LIFE AND ACCIDENT

$896K

50.0%

BLUE CROSS OF CALIFORNIA

$2.4M

50.0%

State

Plans

Premium

State share

Index

$2.4M

0.0%

12.70x

$896K

0.1%

51.86x

Sponsor

Loc

Premium

Comp

Carrier

BOZZUTO'S INCORPORATED

BOZZUTO'S INC HEALTH AND WELFARE PLAN

$896K

$102K

HARTFORD LIFE AND ACCIDENT

BERNARD EGAN & COMPANY

BERNARD EGAN & COMPANY EMPLOYEE WELFARE BENEFIT PLAN

$2.4M

$46K

BLUE CROSS BLUE SHIELD OF FLORIDA