Welfare broker

WILLIAM B. SMITH III

Mailing address (most recent filing)

212 OVERLOOK CIR

STE 106

BRENTWOOD, TN 37027

Total comp: $180K
Commissions: $180K
Fees: $0
Filings: 7
Sponsors: 7

Carrier mix

Where WILLIAM B. SMITH III places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$61K	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
TN	1	$61K	0.1%	64.91x

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 WILLIAM B. SMITH III's plans by broker comp / premium ratio. Median 14.49% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of WILLIAM B. SMITH III's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where WILLIAM B. SMITH III is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
906 STUDIO PLLC 906 STUDIO PLLC EMPLOYEE BENEFIT PLAN	TN	$61K	$9K	ALL SAVERS INSURANCE COMPANY